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Atlantic Union Bankshares Corp
|
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Fi3 FINANCIAL ADVISORS, LLC
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|
South Plains Financial, Inc.
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|
D.a. Davidson & Co.
|
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|
Gitterman Wealth Management, LLC
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|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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|
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|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
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|
CoreCap Advisors, LLC
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Manchester Financial Inc
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Wellington Management Group Llp
|
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Vident Advisory, LLC
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NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
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|
Vanguard Group Inc
|
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|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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|
Veritas Investment Partners (UK) Ltd.
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|
Gryphon Financial Partners LLC
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|
Boston Research & Management Inc
|
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Byrne Asset Management LLC
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
State Of Michigan Retirement System
|
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|
Union Savings Bank
|
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Taylor Frigon Capital Management LLC
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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|
Winthrop Advisory Group LLC
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Strategic Planning Group, Llc
|
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Ballentine Partners, LLC
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Winton Capital Group Ltd
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Trust Co Of Vermont
|
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Northside Capital Management, LLC
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Wealthfront Advisers Llc
|
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AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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Deroy & Devereaux Private Investment Counsel Inc
|
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Sovereign Financial Group, Inc.
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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Inkwell Capital Llc
|
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Nissay Asset Management Corp /japan/ /adv
|
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Seacrest Wealth Management, Llc
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Royal Bank Of Canada
|
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Argentarii, LLC
|
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Parsons Capital Management Inc/ri
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Maseco Llp
|
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Penobscot Investment Management Company, Inc.
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OneAscent Investment Solutions LLC
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New Covenant Trust Company, N.A.
|
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|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
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|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
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|
Meitav Dash Investments Ltd
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JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
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Fort Sheridan Advisors Llc
|
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Amplify ETF Trust - Amplify Mobile Payments ETF
|
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|
Legacy Capital Group California, Inc.
|
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Hartline Investment Corp/
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Morton Brown Family Wealth, LLC
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|
Nixon Peabody Trust Co
|
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Bridgewater Advisors Inc.
|
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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Farmers & Merchants Trust Co of Chambersburg PA
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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|
Texas Bank & Trust Co
|
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|
Laffer Investments
|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
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|
Fft Wealth Management Llc
|
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|
Strategic Advocates LLC
|
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Tsfg, Llc
|
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|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
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Exchange Traded Concepts, Llc
|
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|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
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|
Ancora Advisors, LLC
|
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|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
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|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
Avestar Capital, LLC
|
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|
Charles Schwab Trust Co
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
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|
Teamwork Financial Advisors, LLC
|
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|
Trueblood Wealth Management, LLC
|
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|
Jlb & Associates Inc
|
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|
Mjp Associates Inc /adv
|
|
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|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
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|
Kathleen S. Wright Associates Inc.
|
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|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
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|
Schroder Investment Management Group
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
Candriam Luxembourg S.C.A.
|
|
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|
Bessemer Group Inc
|
|
|
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|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
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|
|
Chapin Davis, Inc.
|
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|
Bnc Wealth Management, Llc
|
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|
Fullcircle Wealth Llc
|
|
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|
Community Bank, N.A.
|
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|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Ingalls & Snyder Llc
|
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|
Goepper Burkhardt LLC
|
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|
|
Buckingham Strategic Partners
|
|
|
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|
626 Financial, LLC
|
|
|
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|
Fmb Wealth Management
|
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|
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|
|
Herbst Group, Llc
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
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|
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|
Armstrong Advisory Group, Inc
|
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|
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|
|
Founders Capital Management
|
|
|
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|
|
Addison Capital Co
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Global Frontier Investments LLC
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Profit Investment Management, LLC
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
Pecaut & Co.
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Solitude Financial Services
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Mirabaud Asset Management Ltd
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Coleford Investment Management Ltd.
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
CILGX - ALPS Series Trust - Clarkston Fund Institutional Class
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Motco
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Better Money Decisions, LLC
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
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American Capital Advisory, LLC
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Cohen Klingenstein LLC
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Sierra Ocean, Llc
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Fagan Associates, Inc.
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SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
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Wiley Bros.-aintree Capital, Llc
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FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
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Bull Street Advisors, LLC
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Winebrenner Capital Management Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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Adalta Capital Management LLC
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Monticello Wealth Management, Llc
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UMA Financial Services, Inc.
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Fwl Investment Management, Llc
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S-Bank Fund Management Ltd
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Lineweaver Wealth Advisors, LLC
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JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
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Texas Yale Capital Corp.
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Simmons Bank
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Intelligent Financial Strategies
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Aviva Plc
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Buckley Wealth Management, LLC
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Hall Capital Management Co Inc
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Drucker Wealth 3.0, LLC
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Merit Financial Group, LLC
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ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares
|
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Y.D. More Investments Ltd
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Brandywine Oak Private Wealth Llc
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Ag2r La Mondiale Gestion D'actifs
|
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KBC Group NV
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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Regatta Capital Group, Llc
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Braun Stacey Associates Inc
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Hrt Financial Lp
|
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
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National Pension Service
|
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Amalgamated Bank
|
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Spf Beheer Bv
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NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
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Prospera Financial Services Inc
|
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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Applied Capital LLC/FL
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Unison Asset Management LLC
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Hall Laurie J Trustee
|
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First United Bank Trust/
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apricus wealth, LLC
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PENN SERIES FUNDS INC - Index 500 Fund
|
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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Shulman DeMeo Asset Management LLC
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Change Path, LLC
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SRS Capital Advisors, Inc.
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QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
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Encompass Wealth Advisors, Llc
|
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Moloney Securities Asset Management, LLC
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Vinva Investment Management Ltd
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BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
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Bnp Paribas Arbitrage, Sa
|
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Burke & Herbert Bank & Trust Co
|
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Clear Harbor Asset Management, LLC
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Allegheny Financial Group LTD
|
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Donaldson Capital Management, Llc
|
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Infusive Asset Management Inc.
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IFG Advisory, LLC
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Canada Post Corp Registered Pension Plan
|
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Amica Retiree Medical Trust
|
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|
Focused Investors LLC
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Advisors Capital Management, LLC
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Verity & Verity, LLC
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|
Bahl & Gaynor Inc
|
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Trust Co Of Virginia /va
|
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|
Griffin Asset Management, Inc.
|
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Sumitomo Life Insurance Co
|
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|
Enterprise Financial Services Corp
|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
Oak Asset Management, LLC
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
Mml Investors Services, Llc
|
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|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
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|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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|
Tower Bridge Advisors
|
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|
Insight Wealth Strategies, LLC
|
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|
HighPoint Advisor Group LLC
|
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|
Birchbrook, Inc.
|
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|
Pines Wealth Management, LLC
|
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|
Heritage Financial Services, LLC
|
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|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
|
|
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|
|
Venturi Wealth Management, LLC
|
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|
Jacobs Levy Equity Management, Inc
|
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|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
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|
Zhang Financial LLC
|
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|
Wealthspire Advisors, LLC
|
|
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|
Logan Capital Management Inc
|
|
|
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|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Bailard, Inc.
|
|
|
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|
Phoenix Wealth Advisors
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
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|
Legacy Trust
|
|
|
|
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|
Hunter Associates Investment Management Llc
|
|
|
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
APHNX - ARTISAN PARTNERS FUNDS INC - Artisan Select Equity Fund Institutional Shares
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Omega Financial Group, LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
HC Advisors, LLC
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Chris Bulman Inc
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
2Xideas AG
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
DCM Advisors, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Family Capital Trust Co
|
|
|
|
|
|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
William Allan, Llc
|
|
|
|
|
|
Longview Partners (Guernsey) LTD
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
|
|
|
|
Lee Johnson Capital Management, Llc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
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|
RMR Wealth Builders
|
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CNB Bank
|
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|
Lantz Financial LLC
|
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Rockbridge Investment Management, LCC
|
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Signet Investment Advisory Group, Inc.
|
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Delaney Dennis R
|
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
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|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
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RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A
|
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Estabrook Capital Management
|
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Centiva Capital, LP
|
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Richards, Merrill & Peterson, Inc.
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CENTRAL TRUST Co
|
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Equitable Trust Co
|
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VEGN - ETF Series Solutions - US Vegan Climate ETF
|
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|
DiMeo Schneider & Associates, L.L.C.
|
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|
Magnus Financial Group LLC
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
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|
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
|
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|
OMERS ADMINISTRATION Corp
|
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NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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Minot DeBlois Advisors LLC
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Kearns & Associates LLC
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PFG Private Wealth Management, LLC
|
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Elo Mutual Pension Insurance Co
|
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ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
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Latitude Advisors, LLC
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Hager Investment Management Services, Llc
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Van Eck Associates Corp
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Envestnet Asset Management Inc
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FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
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First Pacific Financial
|
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USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
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FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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Bigelow Investment Advisors, LLC
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FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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Ausdal Financial Partners, Inc.
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Macquarie Group Ltd
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St. Johns Investment Management Company, LLC
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Carnegie Capital Asset Management, LLC
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Fulton Bank, N.a.
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Ninety One UK Ltd
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Principle Wealth Partners Llc
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Pictet & Cie (Europe) SA
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Flaharty Asset Management, LLC
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Sentry Investment Management Llc
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
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White Knight Strategic Wealth Advisors, LLC
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Bradley & Co. Private Wealth Management, LLC
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Centric Wealth Management
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Frazier Financial Advisors, LLC
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Atlantic Edge Private Wealth Management, LLC
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Ellis Investment Partners, LLC
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Per Stirling Capital Management, LLC.
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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Fiduciary Alliance LLC
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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Prairieview Wealth Partners, Llc
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Sunbelt Securities, Inc.
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Waddell & Associates, Llc
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Adviser Investments LLC
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Am Investment Strategies Llc
|
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Transcend Wealth Collective, Llc
|
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
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|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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Wynn Capital, LLC
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
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|
Polymer Capital Management (US) LLC
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Focus Financial Network, Inc.
|
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IHT Wealth Management, LLC
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First Western Trust Bank
|
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Opal Wealth Advisors, LLC
|
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Berkshire Bank
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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|
Banco Santander, S.A.
|
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Arcus Capital Partners, LLC
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Welch Group, LLC
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American Financial Advisors, LLC
|
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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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|
Compass Capital Corp /ma/ /adv
|
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|
Busey Wealth Management
|
|
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|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
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|
|
Abundance Wealth Counselors
|
|
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|
|
Peachtree Investment Partners, LLC
|
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|
Mill Creek Capital Advisors, LLC
|
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|
Aptus Capital Advisors, LLC
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|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
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|
Horizon Investment Services, LLC
|
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|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
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|
Confluence Investment Management Llc
|
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|
Private Wealth Partners, LLC
|
|
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|
|
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Chapman Investment Management, LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
Ironwood Wealth Management, Inc.
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Long Island Wealth Management, Inc.
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Alexander Randolph Advisory Inc
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Pacific Capital Wealth Advisors, Inc
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Ruane, Cunniff & Goldfarb L.P.
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Dundas Partners LLP
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
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CFC Planning Co LLC
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Simon Quick Advisors, Llc
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Klingman & Associates, LLC
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ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
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Security National Bank
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SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
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Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
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Massachusetts Financial Services Co /ma/
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HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
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Webster Bank, N. A.
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Semper Augustus Investments Group Llc
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HHM Wealth Advisors, LLC
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Natixis Advisors, L.p.
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Orleans Capital Management Corp/la
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DDM - PROSHARES TRUST - ProShares Ultra Dow30
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
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Bedel Financial Consulting, Inc.
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
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Los Angeles Capital Management Llc
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DT Investment Partners, LLC
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Miracle Mile Advisors, LLC
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MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
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Commonwealth Equity Services, Llc
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PACIFIC SELECT FUND - Value Advantage Portfolio Class I
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Somerville Kurt F
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
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Artemis Investment Management LLP
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SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
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Heritage Wealth Advisors
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
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Yoffe Investment Management, LLC
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Orrstown Financial Services Inc
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Alphinity Investment Management Pty Ltd
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Spdr S&p 500 Etf Trust
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Umb Bank N A/mo
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Cigna Investments Inc /new
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Level Four Advisory Services, Llc
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ESL Trust Services, LLC
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Legacy Financial Group, Inc.
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US Asset Management LLC
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Channel Wealth Llc
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
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Lodestone Wealth Management LLC
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
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SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
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TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
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Guided Capital Wealth Management, LLC
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Riggs Asset Managment Co. Inc.
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Cary Street Partners Financial Llc
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Centerpoint Advisory Group
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Comprehensive Financial Planning, Inc./PA
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Signaturefd, Llc
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Cacti Asset Management Llc
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
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GFG Capital, LLC
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
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Midwest Financial Group LLC
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AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
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Hazlett, Burt & Watson, Inc.
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
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Convergence Investment Partners, LLC
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Marshall & Sterling Wealth Advisors Inc.
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SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
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KKM Financial LLC
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Sterling Wealth Management, Inc.
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Apollon Financial, LLC
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Strategic Wealth Partners, Ltd.
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Principal Securities, Inc.
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
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Tortoise Investment Management, LLC
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Plante Moran Financial Advisors, LLC
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Ashton Thomas Securities, Llc
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JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
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Stegner Investment Associates Inc.
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REAP Financial Group, LLC
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Phoenix Holdings Ltd.
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Kelly Financial Services LLC
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BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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Barden Capital Management, Inc.
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Rokos Capital Management LLP
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Meridian Wealth Advisors, LLC
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VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
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Aspect Partners, LLC
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Park Square Financial Group, LLC
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First National Corp /ma/ /adv
|
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Means Investment Co., Inc.
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CBIZ Investment Advisory Services, LLC
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Atlantic Trust, LLC
|
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Zions Bancorporation, National Association /ut/
|
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
Tanglewood Legacy Advisors, LLC
|
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|
Oakworth Capital, Inc.
|
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|
Rothschild & Co Wealth Management UK Ltd
|
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|
Bdf-gestion
|
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HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
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|
Whitaker-Myers Wealth Managers, LTD.
|
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BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
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|
Montag A & Associates Inc
|
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|
Weaver Capital Management LLC
|
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|
Marshall Financial Group LLC
|
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|
Cibc World Markets Corp
|
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|
Naples Global Advisors, Llc
|
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|
Umpqua Bank
|
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|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
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|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
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|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
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|
First Manhattan Co
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
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|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
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|
|
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|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Invst, LLC
|
|
|
|
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|
Trinity Legacy Partners, LLC
|
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|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
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|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
NDVR, Inc.
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
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|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Wisconsin Capital Management Llc
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Fogel Capital Management, Inc.
|
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|
|
|
|
Trilogy Capital Inc.
|
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|
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|
Plimoth Trust Co Llc
|
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|
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|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
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|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Barton Investment Management
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Schwerin Boyle Capital Management Inc
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
NavPoint Financial, Inc.
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Conway Capital Management, Inc.
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Maj Invest Holding A/S
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
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Bleakley Financial Group, LLC
|
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Moisand Fitzgerald Tamayo, LLC
|
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|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
Allen Mooney & Barnes Investment Advisors LLC
|
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|
Crews Bank & Trust
|
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DHJJ Financial Advisors, Ltd.
|
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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|
Ledyard National Bank
|
|
|
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|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
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|
CWA Asset Management Group, LLC
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
|
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|
Waldron Private Wealth LLC
|
|
|
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|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
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|
We Are One Seven, LLC
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Missouri Trust & Investment Co
|
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Dynasty Wealth Management, Llc
|
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|
Kane Investment Management, Inc.
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Capital Advisors Wealth Management, LLC
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LB Partners LLC
|
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|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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Gotham Asset Management, LLC
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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Traub Capital Management LLC
|
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Stanley-Laman Group, Ltd.
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1 North Wealth Services Llc
|
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|
Values First Advisors, Inc.
|
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Ellenbecker Investment Group
|
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Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
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|
|
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|
Sig Brokerage, Lp
|
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Central Securities Corp
|
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SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
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|
Kelman-Lazarov, Inc.
|
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|
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
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Plato Investment Management Ltd
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
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|
Windsor Capital Management, LLC
|
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Kitching Partners, Llc
|
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Eagle Rock Investment Company, Llc
|
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True North Advisors, LLC
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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Defined Wealth Management, Llc
|
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Nations Financial Group Inc, /ia/ /adv
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
Lake Street Financial Llc
|
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TFC Financial Management
|
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
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|
Bath Savings Trust Co
|
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|
Financial Avengers, Inc.
|
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|
New England Asset Management Inc
|
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|
City Center Advisors, LLC
|
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|
Thrive Wealth Management, LLC
|
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|
Hopwood Financial Services, Inc.
|
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|
Patton Fund Management, Inc.
|
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|
Morton Community Bank
|
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|
Sky Investment Group LLC
|
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|
Cyndeo Wealth Partners, LLC
|
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|
|
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|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
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|
Badgley Phelps Wealth Managers, LLC
|
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|
Beaumont Asset Management, L.L.C.
|
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|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
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|
Mutual Advisors, LLC
|
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|
KPP Advisory Services LLC
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
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|
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|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
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|
Rathbone Brothers plc
|
|
|
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|
Running Point Capital Advisors, LLC
|
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|
JGP Wealth Management, LLC
|
|
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|
Zwj Investment Counsel Inc
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
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|
|
|
|
Bridge Generations Wealth Management Llc
|
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|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
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|
|
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|
Barclays Plc
|
|
|
|
|
|
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Pinnacle Financial Group, LLC / IL
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
Thames Capital Management Llc
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
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|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
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|
|
WoodTrust Financial Corp
|
|
|
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|
|
Ofi Invest Asset Management
|
|
|
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|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
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|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
|
Sandhill Capital Partners LLC
|
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|
|
Salem Investment Counselors Inc
|
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Mbb Public Markets I Llc
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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|
Bernard Wealth Management Corp.
|
|
|
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|
SageView Advisory Group, LLC
|
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|
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|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
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NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
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|
Institutional Investment Strategy Fund
|
|
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|
NFP Retirement, Inc.
|
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UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
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Jones Financial Companies Lllp
|
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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Castleark Management Llc
|
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APG Asset Management N.V.
|
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Chapman Financial Group, Llc
|
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Stablepoint Partners, LLC
|
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KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
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|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
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|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
Security National Bank Of So Dak
|
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|
Princeton Capital Management Llc
|
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RB Capital Management, LLC
|
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CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
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|
Tealwood Asset Management Inc
|
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|
Quaker Wealth Management, LLC
|
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Astoria Portfolio Advisors LLC.
|
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Outfitter Financial LLC
|
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Rafferty Asset Management, LLC
|
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Generali Investments CEE, investicni spolecnost, a.s.
|
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LaFleur & Godfrey LLC
|
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Nova Wealth Management, Inc.
|
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Center For Asset Management LLC
|
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Allstate Corp
|
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Brookwood Investment Group LLC
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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|
Advisor Group Holdings, Inc.
|
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GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
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|
Game Plan Financial Advisors, LLC
|
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Fifth Third Wealth Advisors LLC
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
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|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
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|
IFS Advisors, LLC
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
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|
Austin Wealth Management, LLC
|
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|
American Trust
|
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
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|
Koshinski Asset Management, Inc.
|
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|
FT Vest Total Return Income Fund: Series A2
|
|
|
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|
DLK Investment Management, LLC
|
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|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
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|
Capula Management Ltd
|
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|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
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|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
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|
Meadow Creek Wealth Advisors Llc
|
|
|
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|
|
Addison Advisors LLC
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
National Asset Management, Inc.
|
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|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Gardner Russo & Quinn Llc
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Hofer & Associates. Inc
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
QV Investors Inc.
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Smead Capital Management, Inc.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Westchester Capital Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Gabelli Convertible & Income Securities Fund Inc
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
ETF Portfolio Partners, Inc.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
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|
Brevan Howard Capital Management LP
|
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|
GLOBALT Investments LLC / GA
|
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|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
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|
|
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|
Birch Hill Investment Advisors LLC
|
|
|
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|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
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|
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|
Wesleyan Assurance Society
|
|
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|
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|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
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|
Ubs Asset Management Americas Inc
|
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|
Smartleaf Asset Management LLC
|
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Geneos Wealth Management Inc.
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
|
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|
Cwm, Llc
|
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|
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|
Coign Capital Advisors LLC
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
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|
New York State Teachers Retirement System
|
|
|
|
|
|
First PREMIER Bank
|
|
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|
Simplex Trading, Llc
|
|
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|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
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|
Cambiar Investors Llc
|
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Avantra Family Wealth, Inc.
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
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|
Factorial Partners, Llc
|
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Hartford Investment Management Co
|
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Creative Planning
|
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Redwood Financial Network Corp
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
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|
Onyx Bridge Wealth Group LLC
|
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RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
MWA Asset Management
|
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|
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|
Calamos Advisors LLC
|
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|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
|
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|
|
Red Tortoise LLC
|
|
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|
Kinneret Advisory, LLC
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
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|
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Concord Wealth Partners
|
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|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
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|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
L & S Advisors Inc
|
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|
State of New Jersey Common Pension Fund D
|
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|
Davis Capital Management
|
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|
Peterson Wealth Services
|
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|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
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|
|
Millennium Management Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
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|
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|
Spinnaker Trust
|
|
|
|
|
|
GFGF - EA Series Trust - Guru Favorite Stocks ETF
|
|
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|
|
Skye Global Management LP
|
|
|
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|
|
Wetherby Asset Management Inc
|
|
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|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
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|
|
|
Drive Wealth Management, Llc
|
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|
|
Arkadios Wealth Advisors
|
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|
Hoese & Co LLP
|
|
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|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
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|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
|
|
|
|
|
Act Two Investors Llc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Ghe, Llc
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Antonelli Financial Advisors, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
4J Wealth Management LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Hestia Capital Management, LLC
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Provident Trust Co
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Eagle Capital Management, LLC
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Hi-Line Capital Management, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Cunning Capital Partners, LP
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Generali Powszechne Towarzystwo Emerytalne
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
City State Bank
|
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State of Wyoming
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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SGL Investment Advisors, Inc.
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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Mascoma Wealth Management LLC
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Fortitude Family Office, LLC
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Peregrine Asset Advisers, Inc.
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Moser Wealth Advisors, LLC
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GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
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Westend Capital Management LLC
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Worldquant Millennium Advisors Llc
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Redwood Investment Management, Llc
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Putnam Fl Investment Management Co
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BI Asset Management Fondsmaeglerselskab A/S
|
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Virtus Investment Advisers, Inc.
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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East Coast Asset Management, LLC.
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Motive Wealth Advisors
|
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Tompkins Financial Corp
|
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PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund
|
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Capital Fund Management S.a.
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Confluence Wealth Services, Inc.
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Palogic Value Management, L.P.
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Modern Wealth Management, LLC
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First Affirmative Financial Network
|
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Lazari Capital Management, Inc.
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Paradigm Financial Partners, Llc
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Amundi
|
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Whittier Trust Co
|
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Meridian Wealth Management, LLC
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Cypress Capital Group
|
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Gillson Capital LP
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SCS Capital Management LLC
|
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Thrivent Financial For Lutherans
|
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|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
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|
Tiaa Trust, National Association
|
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|
Muirfield Wealth Advisors Llc
|
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Assetmark, Inc
|
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Eads & Heald Wealth Management
|
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Everett Harris & Co /ca/
|
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Linscomb & Williams, Inc.
|
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
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WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Vishria Bird Financial Group, LLC
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Navis Wealth Advisors, LLC
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PDT Partners, LLC
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
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Oldfather Financial Services, LLC
|
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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MONECO Advisors, LLC
|
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Strategic Investment Solutions, Inc. /IL
|
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Phillips Wealth Planners LLC
|
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
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|
Troy Asset Management Ltd
|
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DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
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Sachetta, LLC
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Mayfair Advisory Group, LLC
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Burling Wealth Partners, Llc
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Allworth Financial LP
|
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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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Nomura Asset Management Co Ltd
|
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Sierra Capital LLC
|
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Capital Analysts, Inc.
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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Flagship Wealth Advisors, Llc
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
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Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
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Harris Associates L P
|
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|
California State Teachers Retirement System
|
|
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Fortune Financial Advisors, LLC
|
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Loomis Sayles & Co L P
|
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ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
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|
Prosperity Consulting Group, LLC
|
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|
Flagship Harbor Advisors, Llc
|
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|
Heartland Bank & Trust Co
|
|
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|
Hughes Financial Services, LLC
|
|
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|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
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|
IPG Investment Advisors LLC
|
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|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
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|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
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|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Flagship Private Wealth, LLC
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Courier Capital Llc
|
|
|
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|
|
Verus Capital Partners, Llc
|
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|
|
Peoples Financial Services Corp.
|
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|
Delphi Management Inc /ma/
|
|
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|
|
|
Sentry LLC
|
|
|
|
|
|
Holowesko Partners Ltd.
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
NINE MASTS CAPITAL Ltd
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Boulder Growth & Income Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Ceera Investments, Llc
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Stonehaven Wealth & Tax Solutions, Llc
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
Claris Advisors, Llc / Mo /
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
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Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
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|
Mizuho Securities Usa Llc
|
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|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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|
Ipswich Investment Management Co., Inc.
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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Aqr Capital Management Llc
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
Diversify Advisory Services, LLC
|
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|
Quantum Financial Advisors, LLC
|
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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|
UNIVEST FINANCIAL Corp
|
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Utah Retirement Systems
|
|
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FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
Boston Private Wealth Llc
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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Abound Wealth Management
|
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Searle & Co.
|
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Gold Investment Management Ltd.
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MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
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OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
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New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
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Berkley W R Corp
|
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Yousif Capital Management, Llc
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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Selway Asset Management
|
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Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
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Omnia Family Wealth, LLC
|
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Centaurus Financial, Inc.
|
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ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
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FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
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|
Sterneck Capital Management, LLC
|
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KLCM Advisors, Inc.
|
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Sharkey, Howes & Javer
|
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Alliance Wealth Advisors, LLC /UT
|
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Teacher Retirement System Of Texas
|
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|
Texas Permanent School Fund
|
|
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Holocene Advisors, LP
|
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Calamos Strategic Total Return Fund
|
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Pinnacle Wealth Management, LLC
|
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RFP Financial Group LLC
|
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Atlas Capital Advisors Llc
|
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Profunds - Profund Vp Ultrabull
|
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James J. Burns & Company, LLC
|
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JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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Moss Adams Wealth Advisors LLC
|
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Centricity Wealth Management, LLC
|
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Exchange Bank
|
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STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
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Beach Investment Counsel Inc/pa
|
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Slocum, Gordon & Co LLP
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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Point72 Asset Management, L.P.
|
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CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
WestEnd Advisors, LLC
|
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FDx Advisors, Inc.
|
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Equitable Holdings, Inc.
|
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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|
Wbi Investments, Inc.
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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Birmingham Capital Management Co Inc/al
|
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InvesTrust
|
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MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
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|
Global Financial Private Client, LLC
|
|
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|
Bank OZK
|
|
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|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
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|
Hyperion Capital Advisors LP
|
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|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
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|
E&G Advisors, LP
|
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
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|
Patten Group, Inc.
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
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|
Triangle Securities Wealth Management
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
Cannon Advisors, Inc.
|
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|
Financial Management Network Inc
|
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|
|
PrairieView Partners, LLC
|
|
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|
Impact Capital Partners LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
F/M Investments LLC
|
|
|
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|
|
Potentia Wealth
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
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|
|
Mariner, LLC
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Promethium Advisors,llc
|
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|
Meritage Portfolio Management
|
|
|
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|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
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|
|
Next Level Private LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
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|
|
Weil Company, Inc.
|
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|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
Ervin Investment Management, LLC
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Spdr Dow Jones Industrial Average Etf Trust
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Silverberg Bernstein Capital Management LLC
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Pacifica Capital Investments, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
|
|
|
|
|
EICVX - FundVantage Trust - EIC Value Fund Class A
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
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Pathway Financial Advisers, LLC
|
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Evercore Wealth Management, LLC
|
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|
Norman Fields, Gottscho Capital Management, LLC
|
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|
Wright Investors Service Inc
|
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|
Cambridge Advisors Inc.
|
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|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
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|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
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|
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|
Hurley Capital, LLC
|
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|
CIBC World Markets Inc.
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Shelton Capital Management
|
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Hoxton Planning & Management, LLC
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|
Pacifica Partners Inc.
|
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|
WFA Asset Management Corp
|
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Philip James Wealth Mangement, LLC
|
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|
Northwest & Ethical Investments L.P.
|
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|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
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|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
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|
CoreFirst Bank & Trust
|
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|
PayPay Securities Corp
|
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Profund Advisors Llc
|
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Quent Capital, LLC
|
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|
Venture Visionary Partners LLC
|
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|
Clark Asset Management, LLC
|
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|
Concurrent Investment Advisors, LLC
|
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|
Armis Advisers, LLC
|
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|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
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|
|
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|
Bretton Capital Management, LLC
|
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|
Beacon Financial Group
|
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|
Herold Advisors, Inc.
|
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Heard Capital LLC
|
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Sunflower Bank, N.A.
|
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|
VCULX - VALIC Co I - Growth Fund
|
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|
PFG Investments, LLC
|
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Hsbc Holdings Plc
|
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BFOR - ALPS ETF Trust - Barron's 400 ETF
|
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|
Standard Life Aberdeen plc
|
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|
Prime Capital Investment Advisors, LLC
|
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|
First Foundation Advisors
|
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|
Aspen Grove Capital, LLC
|
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|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
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|
|
Bank Of Hawaii
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Kingsman Wealth Management, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
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|
Mediolanum International Funds Ltd
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
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|
Barr E S & Co
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
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|
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|
Keudell/Morrison Wealth Management
|
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|
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|
|
David J Yvars Group
|
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|
BigSur Wealth Management LLC
|
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|
Harbour Investments, Inc.
|
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|
Cowa, Llc
|
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|
Advisory Services Network, LLC
|
|
|
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|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
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|
|
|
Altfest L J & Co Inc
|
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|
|
|
Tang Capital Management Llc
|
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|
|
Financial Security Advisor, Inc.
|
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|
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|
|
Bestgate Wealth Advisors, LLC
|
|
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|
|
|
Verum Partners LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Rational Advisors Llc
|
|
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|
|
Marsico Capital Management Llc
|
|
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|
First International Bank & Trust
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF
|
|
|
|
|
|
L1 Capital International Pty Ltd
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Bravias Capital Group, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Tennessee Valley Asset Management Partners
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Caerus Investment Advisors, LLC
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Wittenberg Investment Management, Inc.
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Marest Capital, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Nuveen Dow 30sm Dynamic Overwrite Fund
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Kondo Wealth Advisors, Inc.
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Sirios Capital Management L P
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
ClearAlpha Technologies LP
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
BRTNX - PFS FUNDS - Bretton Fund
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Horizon Family Wealth, Inc.
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Modera Wealth Management, LLC
|
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Parkshore Wealth Management, Inc.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
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|
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
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|
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|
|
Condor Capital Management
|
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|
David R. Rahn & Associates Inc.
|
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|
Strategic Blueprint, LLC
|
|
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|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Maia Wealth LLC
|
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|
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|
Baron Wealth Management LLC
|
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|
North Dallas Bank & Trust Co
|
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Legacy Private Trust Co.
|
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Transatlantique Private Wealth Llc
|
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|
Anfield Capital Management, LLC
|
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|
|
OneAscent Financial Services LLC
|
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Waverton Investment Management Ltd
|
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Ramirez Asset Management, Inc.
|
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Creekmur Asset Management LLC
|
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FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
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|
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|
Gladstone Institutional Advisory LLC
|
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|
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MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
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|
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|
|
New England Capital Financial Advisors LLC
|
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CIBC Private Wealth Group, LLC
|
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Nadler Financial Group, Inc.
|
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
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Griffith & Werner, Inc.
|
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SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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SevenBridge Financial Group, LLC
|
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Associated Banc-corp
|
|
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Wells Fargo & Company/mn
|
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|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
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|
|
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QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
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|
|
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|
Insight Advisors, LLC/ PA
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
Enclave Advisors LLC
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Avion Wealth
|
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Sequoia Financial Advisors, LLC
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Trillium Asset Management, Llc
|
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Taurus Asset Management, Llc
|
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Partnership Wealth Management, LLC
|
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Howard Hughes Medical Institute
|
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Rodgers Brothers Inc.
|
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Penn Davis Mcfarland Inc
|
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Compton Wealth Advisory Group, LLC
|
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|
Correct Capital Wealth Management
|
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|
Aprio Wealth Management, LLC
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
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|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Wealth Quarterback LLC
|
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|
Putney Financial Group LLC
|
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|
EntryPoint Capital, LLC
|
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|
Auxano Advisors, LLC
|
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West Family Investments, Inc.
|
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ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
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|
Sigma Investment Counselors Inc
|
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|
Steel Peak Wealth Management LLC
|
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Marble Harbor Investment Counsel, LLC
|
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|
Evanson Asset Management, LLC
|
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|
Global Retirement Partners, LLC
|
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|
Luken Investment Analytics, LLC
|
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|
Commerce Bank
|
|
|
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|
ORG Wealth Partners, LLC
|
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|
Holcombe Financial, Inc.
|
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Kingsview Wealth Management, LLC
|
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|
Total Clarity Wealth Management, Inc.
|
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|
Novare Capital Management Llc
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
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|
Trustco Bank Corp N Y
|
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|
Headinvest, Llc
|
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|
Galilei Investment Office LLP
|
|
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|
Carolina Wealth Advisors, LLC
|
|
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|
CI Private Wealth, LLC
|
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|
|
Sage Rhino Capital Llc
|
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|
Thoroughbred Financial Services, Llc
|
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|
|
|
|
AlphaStar Capital Management, LLC
|
|
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|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
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|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
TAGStone Capital, Inc.
|
|
|
|
|
|
Martin Investment Management, LLC
|
|
|
|
|
|
Defined Financial Planning LLC
|
|
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|
|
Atwater Malick LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
Rheos Capital Works Inc.
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
17 Capital Partners, Llc
|
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|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Wela Strategies, Inc.
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
Uptown Financial Advisors LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
Stanley Capital Management, LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Stephenson & Company, Inc.
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Schubert & Co
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
RMR Capital Management, LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
SLT Holdings LLC
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
PMG Wealth Management, Inc.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Accent Capital Management, LLC
|
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NEOS Investment Management LLC
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Acadian Asset Management Llc
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Horizon Investments, LLC
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ELCO Management Co., LLC
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Rockland Trust Co
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Geo Capital Gestora de Recursos Ltd
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Delta Financial Group, Inc.
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Pfc Capital Group, Inc.
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Capital World Investors
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Soltis Investment Advisors LLC
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GAMMA Investing LLC
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Vaughan David Investments Inc/il
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Wbh Advisory Inc
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AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
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FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
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|
Interchange Capital Partners, LLC
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HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
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Carl P. Sherr & Co., LLC
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Kessler Investment Group, LLC
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Professional Advisory Services Inc
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M&G Plc
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Summit Financial, LLC
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Bellecapital International Ltd.
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Squarepoint Ops LLC
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Securian Funds Trust - SFT T. Rowe Price Value Fund
|
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|
Aquamarine Zurich AG
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
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|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
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|
Longbow Finance SA
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Timucuan Asset Management Inc/fl
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Wallington Asset Management, LLC
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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JB Capital LLC
|
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S&t Bank/pa
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Sandy Cove Advisors, LLC
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Harbor Investment Advisory, Llc
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Vectors Research Management, LLC
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Meeder Asset Management Inc
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BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
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|
Wesbanco Bank Inc
|
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|
|
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|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
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|
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|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
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|
Connors Investor Services Inc
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Olistico Wealth, LLC
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Arbor Capital Management Inc /adv
|
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CLARET ASSET MANAGEMENT Corp
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Up Strategic Wealth Investment Advisors Llc
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Wealth Alliance
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KG&L Capital Management,LLC
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Qrg Capital Management, Inc.
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ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
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|
Abacus Wealth Partners, LLC
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MBL Wealth, LLC
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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|
Turtle Creek Wealth Advisors, LLC
|
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Beacon Capital Management, LLC
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Key FInancial Inc
|
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|
Natixis
|
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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|
Ahl Investment Management, Inc.
|
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Arista Wealth Management, LLC
|
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NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
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|
Berger Financial Group, Inc
|
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MASTERINVEST Kapitalanlage GmbH
|
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Good Life Advisors, LLC
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Transce3nd, LLC
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Deane Retirement Strategies, Inc.
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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Great Lakes Advisors, Llc
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
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|
Beese Fulmer Investment Management, Inc.
|
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|
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|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
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|
Crewe Advisors LLC
|
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|
Aspen Investment Management Inc
|
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|
Qvr Llc
|
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|
Hills Bank & Trust Co
|
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|
Whipplewood Advisors, LLC
|
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|
Diversified Trust Co
|
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|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
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|
First Eagle Investment Management, LLC
|
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|
Heritage Investors Management Corp
|
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|
Citadel Investment Advisory, Inc.
|
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|
Ronald Blue Trust, Inc.
|
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|
Apexium Financial, Lp
|
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|
Summit Asset Management, LLC
|
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|
Guggenheim Strategic Opportunities Fund
|
|
|
|
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|
Peak6 Llc
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
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|
Principal Financial Group Inc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
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|
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|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Long Corridor Asset Management Ltd
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Sprucegrove Investment Management Ltd
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Berkshire Hathaway Inc
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
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|
Legacy Financial Strategies, LLC
|
|
|
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|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
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|
CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares
|
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|
Diversify Wealth Management, Llc
|
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|
SOL Capital Management CO
|
|
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|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
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|
TCTC Holdings, LLC
|
|
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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|
Notis-McConarty Edward
|
|
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|
Brave Asset Management Inc
|
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|
Koss-Olinger Consulting, LLC
|
|
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|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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Choate Investment Advisors
|
|
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|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
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|
Leavell Investment Management, Inc.
|
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|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
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|
Roble, Belko & Company, Inc
|
|
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GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
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Dover Advisors, Llc
|
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|
Graney & King, LLC
|
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Meiji Yasuda Life Insurance Co
|
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Kingswood Wealth Advisors, Llc
|
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|
Mn Services Vermogensbeheer B.V.
|
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|
Roffman Miller Associates Inc /pa/
|
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CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
|
|
|
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|
Claudia M.p. Batlle, Crp (r) Llc
|
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|
Blodgett Wealth Advisors, Llc
|
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|
First Horizon Advisors, Inc.
|
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Asahi Life Asset Management Co., Ltd.
|
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WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
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|
Benjamin Edwards Inc
|
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|
Hudson Valley Investment Advisors Inc /adv
|
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TD Waterhouse Canada Inc.
|
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SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
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RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
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|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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Xponance, Inc.
|
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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Reliant Investment Management, LLC
|
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Cubist Systematic Strategies, LLC
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
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|
Empirical Finance, LLC
|
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Agate Pass Investment Management, LLC
|
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Horrell Capital Management, Inc.
|
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OMAH - Tidal Trust III - VistaShares Target 15 Berkshire Select Income ETF
|
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|
Legal Advantage Investments, Inc.
|
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Horst & Graben Wealth Management LLC
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Dearborn Partners Llc
|
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LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
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|
Aaron Wealth Advisors LLC
|
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Ostrum Asset Management
|
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Zacks Investment Management
|
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Krs Capital Management, Llc
|
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Knightsbridge Asset Management, Llc
|
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JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
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|
Millington Financial Advisors, LLC
|
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Connable Office Inc
|
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Ariston Services Group
|
|
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Lansforsakringar Fondforvaltning AB (publ)
|
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|
Howard Capital Management Inc.
|
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Callan Capital, LLC
|
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Wellspring Financial Advisors, LLC
|
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Mustard Seed Financial, LLC
|
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|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
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|
MidWestOne Financial Group, Inc.
|
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|
Financial Network Wealth Management LLC
|
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|
Beck Mack & Oliver Llc
|
|
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|
Simplicity Wealth,LLC
|
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|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
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|
Victory Financial Group, Llc
|
|
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|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
Annex Advisory Services, LLC
|
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|
|
Delta Financial Advisors Llc
|
|
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|
Raymond James Financial Inc
|
|
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|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
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|
|
Benin Management CORP
|
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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|
Northstar Asset Management Llc
|
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|
Burt Wealth Advisors
|
|
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|
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|
Kennedy Investment Group
|
|
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|
Purus Wealth Management, LLC
|
|
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|
Greenleaf Trust
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
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|
Cooper Financial Group
|
|
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|
|
Humankind Investments LLC
|
|
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|
Fairbanks Capital Management, Inc.
|
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|
Global Wealth Strategies & Associates
|
|
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|
|
|
Field & Main Bank
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
GFI Investment Counsel Ltd.
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Spectrum Planning & Advisory Services Inc.
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
NFC Investments, LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Pps&v Asset Management Consultants, Inc.
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
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RFG - Bristol Wealth Advisors, LLC
|
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|
Woodstock Corp
|
|
|
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|
Bowen Hanes & Co Inc
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
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|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
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|
|
Advisor OS, LLC
|
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|
|
Golden State Wealth Management, LLC
|
|
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|
Rebalance, Llc
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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|
Price T Rowe Associates Inc /md/
|
|
|
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|
Mufg Securities Americas Inc.
|
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|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
CSM Advisors, LLC
|
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|
Retireful, LLC
|
|
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|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
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|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
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|
Fountainhead AM, LLC
|
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|
LongView Wealth Management
|
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USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
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|
Archetype Wealth Partners
|
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|
Callan Family Office, LLC
|
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|
Center for Financial Planning, Inc.
|
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Maven Securities LTD
|
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|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
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|
Auxier Asset Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
Norges Bank
|
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|
Aua Capital Management, Llc
|
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NorthCrest Asset Manangement, LLC
|
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|
Gsa Capital Partners Llp
|
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Amica Mutual Insurance Co
|
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|
Northwest Bancshares, Inc.
|
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|
Aviso Financial Inc.
|
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|
Ameriprise Financial Inc
|
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|
Shilanski & Associates, Inc.
|
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|
Silverlake Wealth Management Llc
|
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ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
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|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
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|
Nvwm, Llc
|
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|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
Profunds - Profund Vp Bull
|
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|
Core Wealth Advisors, Inc.
|
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DRW Securities, LLC
|
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|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
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|
TORYX - RBB Fund Trust - Torray Fund
|
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|
Single Point Partners, LLC
|
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Grandfield & Dodd, Llc
|
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FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
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|
Evoke Wealth, Llc
|
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|
HB Wealth Management, LLC
|
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|
Chevy Chase Trust Holdings, Inc.
|
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Moran Wealth Management, LLC
|
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SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
|
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|
Premier Path Wealth Partners, LLC
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
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|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
Constitution Capital LLC
|
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|
NBZ Investment Advisors LLC
|
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|
TCG Advisory Services, LLC
|
|
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|
Alpha Cubed Investments, LLC
|
|
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|
Consultiva Wealth Management, Corp.
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
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|
Quantum Private Wealth, LLC
|
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|
Oddo Bhf Asset Management Sas
|
|
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|
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|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Saybrook Capital /nc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
Cornerstone Investment Partners, LLC
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
PROVX - Provident Mutual Funds, Inc. - Provident Trust Strategy Fund
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
KWB Wealth
|
|
|
|
|
|
Capital Advantage, Inc.
|
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Clarkston Capital Partners, LLC
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Binnacle Investments Inc
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Worth Financial Advisory Group, LLC
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Cetera Trust Company, N.A
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FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
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Aspetuck Financial Management LLC
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Public Employees Retirement System Of Ohio
|
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E. Ohman J:or Asset Management AB
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Aurdan Capital Management, LLC
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
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|
Newbridge Financial Services Group, Inc.
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Eqis Capital Management, Inc.
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Icon Wealth Advisors, LLC
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
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Cypress Wealth Services, LLC
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Ascent Group, LLC
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Stone Point Wealth LLC
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Financial Connections Group, Inc.
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
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TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
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Wealthstar Advisors, Llc
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Hamilton Point Investment Advisors, LLC
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GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
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Fullerton Fund Management Co Ltd
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GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
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JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
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DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
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Pring Turner Capital Group Inc
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Westover Capital Advisors, LLC
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North Berkeley Wealth Management, LLC
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LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
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|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
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PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
|
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Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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Davidson Trust Co
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Libra Wealth Llc
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Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
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Chase Investment Counsel Corp
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Prospect Hill Management, LLC
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TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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Lindsell Train Ltd
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Laurel Wealth Advisors LLC
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MEMBERS Trust Co
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Covestor Ltd
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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Clarius Group, LLC
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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Mount Yale Investment Advisors, LLC
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Palisade Asset Management, LLC
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Trust Co Of Toledo Na /oh/
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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Culbertson A N & Co Inc
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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Mirova
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Truist Financial Corp
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BLB&B Advisors, LLC
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Private Wealth Management Group, LLC
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Silvercrest Asset Management Group Llc
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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Orca Wealth Management, LLC
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Huntington National Bank
|
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Ascent Wealth Partners, LLC
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Chilton Capital Management Llc
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Veracity Capital LLC
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FineMark National Bank & Trust
|
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Borer Denton & Associates, Inc.
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Harbor Asset Planning, Inc.
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Empire Financial Management Company, LLC
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Strive Asset Management, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
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Clarendon Private LLC
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|
Biltmore Family Office, LLC
|
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RMB Capital Management, LLC
|
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|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
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|
Reyes Financial Architecture, Inc.
|
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LGT Fund Management Co Ltd.
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Wsfs Capital Management, Llc
|
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|
SBI Securities Co., Ltd.
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Hartford Funds Management Co LLC
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|
Bare Financial Services, Inc
|
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|
Pinnacle Associates Ltd
|
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Tyche Wealth Partners LLC
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
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|
Talon Private Wealth, LLC
|
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|
Rosenberg Matthew Hamilton
|
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|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
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|
Gables Capital Management Inc.
|
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|
Financial Management Professionals, Inc.
|
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EUSM - Strategy Shares - Eventide US Market ETF
|
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
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|
Franklin Street Advisors Inc /nc
|
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|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
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|
Citizens Financial Group Inc/ri
|
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|
Glen Eagle Advisors, LLC
|
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|
Strategic Wealth Designers
|
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|
Belpointe Asset Management LLC
|
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|
Moody Lynn & Lieberson, Llc
|
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|
Southeast Asset Advisors Inc.
|
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|
Canvas Wealth Advisors, LLC
|
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|
Moment Partners, LLC
|
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|
FOCUS Wealth Advisors, LLC
|
|
|
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|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
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|
Aberdeen Wealth Management LLC
|
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|
Intrust Bank Na
|
|
|
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|
Talbot Financial, LLC
|
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|
California Public Employees Retirement System
|
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|
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|
Fort Washington Investment Advisors Inc /oh/
|
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|
Platform Technology Partners
|
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|
BXM Wealth LLC
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Ackerman Capital Advisors, LLC
|
|
|
|
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|
Private Trust Co Na
|
|
|
|
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|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
USS Investment Management Ltd
|
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|
AlpenGlobal Capital LLC
|
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|
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|
Clearbridge Investments, LLC
|
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|
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|
Manchester Capital Management LLC
|
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|
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
|
|
|
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|
Howard Capital Management Group, LLC
|
|
|
|
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|
National Bank Of Canada /fi/
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
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|
Everpar Advisors Llc
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Ehrlich Financial Group
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
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|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
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|
|
Future Fund LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
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|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Nwam Llc
|
|
|
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|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
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|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Karani Asset Management LLC
|
|
|
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|
Boston Common Asset Management, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
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|
Commerzbank Aktiengesellschaft /fi
|
|
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|
|
|
Mutual Of America Capital Management Llc
|
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|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Pvg Asset Management Corp
|
|
|
|
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|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
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|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Banyan Capital Management, Inc.
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Ulysses Management LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Camden Capital, LLC
|
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|
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|
