|
Ancora Advisors, LLC
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
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|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
SYM FINANCIAL Corp
|
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|
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|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
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|
Moody National Bank Trust Division
|
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|
Staley Capital Advisers Inc
|
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Slocum, Gordon & Co LLP
|
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Sutton Place Investors Llc
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Wsfs Capital Management, Llc
|
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|
Benjamin Edwards Inc
|
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Capstone Financial Advisors, Inc.
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Tri-continental Corp
|
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Aire Advisors, Llc
|
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NewSquare Capital LLC
|
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|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
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|
Brady Martz Wealth Solutions, LLC
|
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|
River Wealth Advisors LLC
|
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|
B.O.S.S. Retirement Advisors, LLC
|
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Financial Insights, Inc.
|
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Mizuho Securities Usa Llc
|
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Eastern Bank
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
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|
|
|
|
Wealth Advisors Northwest LLC
|
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|
|
Grace & White Inc /ny
|
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|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
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|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
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Studio Investment Management Llc
|
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DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
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|
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|
Kcm Investment Advisors Llc
|
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American Financial Advisors, LLC
|
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Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
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|
Forbes J M & Co Llp
|
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|
Midwest Professional Planners, LTD.
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
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Peoples Bank/KS
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Oxford Asset Management Llp
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1858 Wealth Management, Llc
|
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PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
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|
Quilter Plc
|
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|
Brown Financial Advisors
|
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Capital Performance Advisors Llp
|
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|
Knights of Columbus Asset Advisors LLC
|
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|
Badgley Phelps Wealth Managers, LLC
|
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|
Bahl & Gaynor Inc
|
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|
Ritholtz Wealth Management
|
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|
apricus wealth, LLC
|
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|
Bigelow Investment Advisors, LLC
|
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|
Meriwether Wealth & Planning, LLC
|
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|
Breed's Hill Capital LLC
|
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|
WoodTrust Financial Corp
|
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|
McIlrath & Eck, LLC
|
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|
Mission Creek Capital Partners, Inc.
|
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|
Battery Global Advisors, LLC
|
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|
Fort Washington Investment Advisors Inc /oh/
|
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|
Ethos Financial Group, LLC
|
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|
First National Bank of Mount Dora, Trust Investment Services
|
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|
Gotham Asset Management, LLC
|
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|
James J. Burns & Company, LLC
|
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|
Key Client Fiduciary Advisors, LLC
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
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|
Cutler Capital Management, LLC
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Founders Financial Securities Llc
|
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|
Symphony Financial Services, Inc.
|
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|
M&t Bank Corp
|
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|
Southland Equity Partners LLC
|
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|
BTC Capital Management, Inc.
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
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|
Gateway Investment Advisers Llc
|
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|
Rockbridge Investment Management, LCC
|
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Stablepoint Partners, LLC
|
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|
Northern Capital Management, Inc.
|
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Highlander Partners, L.P.
|
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|
Spreng Capital Management, Inc.
|
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|
May Hill Capital, LLC
|
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|
Redwood Park Advisors LLC
|
|
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Meeder Asset Management Inc
|
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|
Berger Financial Group, Inc
|
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|
Fortem Financial Group, Llc
|
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|
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF
|
|
|
|
|
|
Impact Capital Partners LLC
|
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|
|
Centiva Capital, LP
|
|
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|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
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|
|
|
Amalgamated Bank
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Barrett & Company, Inc.
|
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|
|
|
|
Hager Investment Management Services, Llc
|
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|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Trademark Financial Management, LLC
|
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|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
Wernau Asset Management Inc.
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Columbia Advisory Partners Llc
|
|
|
|
|
|
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund
|
|
|
|
|
|
General American Investors Co Inc
|
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Avenir Corp
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Hobbs Wealth Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
4J Wealth Management LLC
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Shore Point Advisors, LLC
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Act Wealth Management, Llc
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
CALIFORNIA FIRST LEASING Corp
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
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MFA Wealth Services
|
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Red Wave Investments LLC
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Sky Investment Group LLC
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
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SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
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Southern Capital Advisors, Llc
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Sumitomo Mitsui Trust Holdings, Inc.
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McNamara Financial Services, Inc.
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Diversified Enterprises, LLC
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MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
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Axim Planning & Wealth
|
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Constant Guidance Financial LLC
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Eisler Capital Management Ltd.
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Hiddenite Capital Partners LP
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Evercore Wealth Management, LLC
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Consultiva Wealth Management, Corp.
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25 Llc
|
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Turning Point Benefit Group, Inc.
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PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A
|
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Oxbow Advisors, LLC
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SageView Advisory Group, LLC
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Marathon Trading Investment Management LLC
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XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
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USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares
|
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North Dallas Bank & Trust Co
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Elo Mutual Pension Insurance Co
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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Centaurus Financial, Inc.
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Townsend Asset Management Corp /nc/ /adv
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Flywheel Private Wealth LLC
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Security Financial Services, INC.
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Ameritas Investment Partners, Inc.
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
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Mission Wealth Management, Lp
|
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Osprey Private Wealth LLC
|
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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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GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
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|
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio
|
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EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
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Peterson Wealth Management
|
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Lmcg Investments, Llc
|
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TruWealth Advisors, LLC
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WT Wealth Management
|
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Assetmark, Inc
|
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Encompass Wealth Advisors, Llc
|
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TFB Advisors LLC
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MetLife Investment Management, LLC
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Altfest L J & Co Inc
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Graney & King, LLC
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Levin Capital Strategies, L.p.
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GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
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Redwood Investment Management, Llc
|
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Donaldson Capital Management, Llc
|
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Hills Bank & Trust Co
|
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Boothbay Fund Management, Llc
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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Pacer Advisors, Inc.
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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|
|
Mitchell Sinkler & Starr/pa
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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|
XTX Topco Ltd
|
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Toth Financial Advisory Corp
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
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|
Strait & Sound Wealth Management LLC
|
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|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
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|
TCP Asset Management, LLC
|
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|
Renaissance Investment Group LLC
|
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|
Schubert & Co
|
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Long Run Wealth Advisors, LLC
|
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|
SMRI - EA Series Trust - Bushido Capital US Equity ETF
|
|
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|
Bailard, Inc.
|
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Core Alternative Capital
|
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|
Financial Advocates Investment Management
|
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Paradigm Financial Partners, Llc
|
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|
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A
|
|
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|
|
DAVENPORT & Co LLC
|
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|
|
Constitution Capital LLC
|
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|
|
Mason Investment Advisory Services, Inc.
|
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|
Clough Capital Partners L P
|
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|
Roanoke Asset Management Corp/ Ny
|
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HWG Holdings LP
|
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|
SWS Partners
|
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|
Unified Investment Management
|
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|
Ledyard National Bank
|
|
|
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|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
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|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
Flagstone Financial Management
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
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|
|
Midwest Financial Group LLC
|
|
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|
|
|
Simplicity Wealth,LLC
|
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|
|
|
Prestige Wealth Management Group LLC
|
|
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|
|
United Bank
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Kingdom Financial Group LLC.
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Brightwater Advisory LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
BCU Wealth Advisors, LLC
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Cobler Capital Management, LLC
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Waller Financial Planning Group, Inc
|
|
|
|
|
|
Threadgill Financial, Llc
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Fluent Financial, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
RoundAngle Advisors LLC
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Pacific Wealth Strategies Group, Inc.
|
|
|
|
|
|
Afg Fiduciary Services Limited Partnership
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Peirce Capital Management, LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
QV Investors Inc.
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
St. Louis Financial Planners Asset Management, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Portland Financial Advisors Inc
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
AllGen Financial Advisors, Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
BTS Asset Management, Inc.
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
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Prosperity Wealth Management, Inc.
|
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|
Americana Partners, LLC
|
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WealthCollab, LLC
|
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|
Clough Global Dividend & Income Fund
|
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Sierra Ocean, Llc
|
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|
W.H. Cornerstone Investments Inc.
|
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|
Angeles Wealth Management, Llc
|
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Birmingham Capital Management Co Inc/al
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
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|
|
Parsons Capital Management Inc/ri
|
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|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
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|
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|
|
Teramo Advisors, LLC
|
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|
Solstein Capital, LLC
|
|
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|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
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|
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|
|
Heritage Wealth Management, Inc.
|
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|
Courage Miller Partners, LLC
|
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|
Cannon Wealth Management Services, LLC
|
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|
China Universal Asset Management Co., Ltd.
|
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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|
Choate Investment Advisors
|
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|
Flossbach Von Storch Ag
|
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Northstar Group, Inc.
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Corrigan Financial, Inc.
|
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Bank of Jackson Hole Trust
|
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Focused Wealth Management, Inc
|
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Power Wealth Management Llc
|
|
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|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
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|
|
Concentric Capital Strategies, LP
|
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|
BWM Planning, LLC
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|
Trexquant Investment LP
|
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Copperleaf Capital, LLC
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
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|
|
|
|
Alta Wealth Advisors LLC
|
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|
|
Gulf International Bank (UK) Ltd
|
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|
|
Aspire Capital Advisors LLC
|
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|
Baker Ellis Asset Management LLC
|
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Lee Financial Co
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
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|
|
Disciplined Investors, L.L.C.
|
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|
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|
Nan Shan Life Insurance Co., Ltd.
|
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|
Castleview Partners, Llc
|
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New Millennium Group LLC
|
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|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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|
E&G Advisors, LP
|
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|
Courier Capital Llc
|
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|
Ascent Capital Management, LLC
|
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|
Resources Management Corp /ct/ /adv
|
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|
Prosperity Consulting Group, LLC
|
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|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
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|
PayPay Securities Corp
|
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|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
Manuka Financial, LLC
|
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|
GFS Advisors, LLC
|
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|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
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|
|
Tranquilli Financial Advisor LLC
|
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|
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|
|
Presper Financial Architects, LLC
|
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|
|
Pzena Investment Management Llc
|
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|
Asset Advisors Investment Management, LLC
|
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|
|
Solitude Financial Services
|
|
|
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|
Koesten, Hirschmann & Crabtree, INC.
|
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|
|
Midwest Trust Co
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
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|
Orion Portfolio Solutions, LLC
|
|
|
|
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|
Gold Investment Management Ltd.
|
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|
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|
GoalVest Advisory LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
James Reed Financial Services, Inc.
|
|
|
|
|
|
FORM Wealth Advisors, LLC
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
|
|
|
|
|
|
Legacy Capital Wealth Management, Llc
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Columbia River Financial Group, LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Boyd Wealth Management, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
LifeGoal Wealth Advisors
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Virtus Wealth Solutions LLC
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Moneywise, Inc.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Boxwood Ventures, Inc.
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Oil Index ETF
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
|
Chris Bulman Inc
|
|
|
|
|
|
Significant Wealth Partners LLC
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
Lee Johnson Capital Management, Llc
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
Silver Oak Advisory Group, Inc.
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Financial Life Advisors
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
Arcadia Investment Advisors Llc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Prudent Investors Network
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Rice Hall James & Associates, Llc
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Family Firm, Inc.
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
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|
|
|
|
Twin Capital Management Inc
|
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|
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|
Gillespie Robinson & Grimm Inc
|
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|
Arkfeld Wealth Strategies, L.L.C.
|
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|
|
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|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Weybosset Research & Management Llc
|
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|
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|
|
Towerpoint Wealth, LLC
|
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|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
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|
Cypress Capital Group
|
|
|
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|
Brooktree Capital Management
|
|
|
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|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
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|
Isthmus Partners, Llc
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Heirloom Wealth Management
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Elite Financial, Inc.
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
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|
|
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|
Hickory Asset Management, Inc.
|
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|
Elwood & Goetz Wealth Advisory Group, LLC
|
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|
Commons Capital, Llc
|
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|
Waterfront Wealth Inc.
|
|
|
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|
Cornell Pochily Investment Advisors, Inc.
|
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|
West Oak Capital, LLC
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
B&D White Capital Company, LLC
|
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|
Melia Wealth LLC
|
|
|
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|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
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|
Callan Capital, LLC
|
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|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
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|
|
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|
Waters Parkerson & Co., Llc
|
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|
Hardy Reed LLC
|
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|
Pure Financial Advisors, Inc.
|
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|
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|
Twin Tree Management, LP
|
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|
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|
LNGZ - EXCHANGE TRADED CONCEPTS TRUST - Range Global LNG Ecosystem Index ETF
|
|
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|
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|
Washington Trust Advisors, Inc.
|
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|
Bokf, Na
|
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|
American Assets Investment Management, LLC
|
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|
Wilson & Boucher Capital Management, LLC
|
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|
Kapitalo Investimentos Ltda
|
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|
Trust Co Of Vermont
|
|
|
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|
Systematic Alpha Investments, LLC
|
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
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|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Blume Capital Management, Inc.
|
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|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
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|
Atlas Wealth Partners, LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Alpha Omega Group, Inc.
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
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|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Kennondale Capital Management LLC
|
|
|
|
|
|
Lord & Richards Wealth Management, LLC
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
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|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Tilson Financial Group, Inc.
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Schwerin Boyle Capital Management Inc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
WPWealth LLP
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Heritage Wealth Management, Inc./Texas
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
Meixler Investment Management, Ltd.
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Mallini Complete Financial Planning LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Santori & Peters, Inc.
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Vista Private Wealth Partners. LLC
|
|
|
|
|
|
Blackrock Energy & Resources Trust
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Timonier Family Office, LTD.
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Walker Financial Services, Inc.
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
Sprucegrove Investment Management Ltd
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
ShankerValleau Wealth Advisors, Inc.
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
Ttp Investments, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Sprott Focus Trust Inc.
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
Tribridge Partners Financial LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Peninsula Asset Management Inc
|
|
|
|
|
|
Floyd Financial Group Llc
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Holowesko Partners Ltd.
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Tenret Co LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Eight 31 Financial Llc
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Riverchase Wealth Management, Llc
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Momentous Wealth Management, Inc.
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
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Skylands Capital, LLC
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Weil Company, Inc.
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IronOak Wealth LLC.
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Global Assets Advisory, LLC
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
New York State Common Retirement Fund
|
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|
|
|
|
Leo Wealth, LLC
|
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|
Winebrenner Capital Management Llc
|
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|
Carmel Capital Partners, LLC
|
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|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
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|
Saba Capital Management, L.P.
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Manning & Napier Advisors Llc
|
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|
Griffin Asset Management, Inc.
|
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|
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C
|
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Oakworth Capital, Inc.
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Mayfair Advisory Group, LLC
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Ascension Capital Advisors, Inc.
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Adams Natural Resources Fund, Inc.
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Seven Mile Advisory
|
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Integrity Financial Corp /WA
|
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|
Delaney Dennis R
|
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Pines Wealth Management, LLC
|
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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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|
|
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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|
Captrust Financial Advisors
|
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|
Zwj Investment Counsel Inc
|
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J2 Capital Management Inc
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Bragg Financial Advisors, Inc
|
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FSA Advisors, Inc.
|
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Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
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|
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Firestone Capital Management
|
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|
Westpac Banking Corp
|
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|
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|
FT Vest Total Return Income Fund: Series A3
|
|
|
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|
Financial Synergies Wealth Advisors, Inc.
|
|
|
|
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|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
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|
Banque Cantonale Vaudoise
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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Boston Trust Walden Corp
|
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WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
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|
LGT Fund Management Co Ltd.
|
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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|
Morgan Dempsey Capital Management Llc
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First Trust Advisors Lp
|
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|
Stillwater Wealth Management Group
|
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Orca Investment Management, LLC
|
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Oliver Luxxe Assets LLC
|
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HighPoint Advisor Group LLC
|
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Trifecta Capital Advisors, LLC
|
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|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
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|
Worth Financial Advisory Group, LLC
|
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|
Leonard Rickey Investment Advisors P.L.L.C.
|
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Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
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|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
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|
Weaver Consulting Group
|
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|
Client 1st Advisory Group, Llc
|
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|
IMG Wealth Management, Inc.
|
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|
Jump Financial, LLC
|
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|
Lafayette Investments, Inc.
|
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Rebalance, Llc
|
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Gallagher Capital Advisors, LLC
|
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|
Crawford Investment Counsel Inc
|
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|
EnRich Financial Partners LLC
|
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|
Cercano Management LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
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|
|
|
Diversified Portfolios, Inc.
|
|
|
|
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|
Valley National Advisers Inc
|
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|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Ransom Advisory, Ltd
|
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|
Fortress Private Ledger, Llc
|
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|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
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|
Avaii Wealth Management, Llc
|
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|
Waypoint Wealth Partners Inc.
|
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|
JSF Financial, LLC
|
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|
TCG Advisory Services, LLC
|
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|
MWA Asset Management
|
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|
Auxier Asset Management
|
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|
Ostrum Asset Management
|
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|
Community Trust & Investment Co
|
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|
First PREMIER Bank
|
|
|
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|
ERn Financial, LLC
|
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|
Stableford Capital Ii Llc
|
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|
Morris Financial Concepts, Inc.
|
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|
Islay Capital Management, Llc
|
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|
Lvm Capital Management Ltd/mi
|
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|
Baring Financial LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
ETF Store, Inc.
|
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|
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|
Los Angeles Capital Management Llc
|
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|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
Dupree Financial Group, LLC
|
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|
Eagle Bay Advisors LLC
|
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|
|
|
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Kickstand Ventures, Llc.
|
|
|
|
|
|
FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A
|
|
|
|
|
|
Brave Asset Management Inc
|
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|
|
Sabal Trust CO
|
|
|
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|
|
Harrell Investment Partners, Llc
|
|
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|
|
Jones Financial Companies Lllp
|
|
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|
|
Somerset Group LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
KEAT - EA Series Trust - Keating Active ETF
|
|
|
|
|
|
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
R.H. Investment Group, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Wheelhouse Advisory Group LLC
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Capital & Planning, Llc
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Merkkuri Wealth Advisors LLC
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund
|
|
|
|
|
|
Quantum Financial Planning Services, Inc.
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Royal Harbor Partners, LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Lighthouse Financial LLC
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Clark Estates Inc/ny
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Lloyd Advisory Services, LLC.
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
Bitwise Funds Trust - Bitwise Web3 ETF
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
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Hilltop National Bank
|
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|
Caerus Investment Advisors, LLC
|
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|
Sara-Bay Financial
|
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|
Alesco Advisors Llc
|
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|
Apeiron RIA LLC
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|
Argent Capital Management Llc
|
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|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Modus Advisors, LLC
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|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
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|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Insight 2811, Inc.
|
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|
Independent Investors Inc
|
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
SageOak Financial, LLC
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|
DRIPX - MP63 FUND INC - MP63 Fund
|
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|
1 North Wealth Services Llc
|
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|
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund
|
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|
WealthPlan Investment Management, LLC
|
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|
Cm Wealth Advisors Llc
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Flagship Harbor Advisors, Llc
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Federation des caisses Desjardins du Quebec
|
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|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
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Berkshire Asset Management Llc/pa
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Greenfield Savings Bank
|
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|
Consolidated Portfolio Review Corp
|
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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|
Oregon Public Employees Retirement Fund
|
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|
Tacita Capital Inc
|
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|
Clear Street Markets Llc
|
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Comprehensive Financial Consultants Institutional, Inc.
|
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|
Garrison Bradford & Associates Inc
|
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|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
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|
|
|
|
Capital Investment Counsel, LLC
|
|
|
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|
Walleye Capital LLC
|
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|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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|
Allianz Se
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
JPL Wealth Management, LLC
|
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|
Everett Harris & Co /ca/
|
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|
|
|
|
Boston Private Wealth Llc
|
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|
|
Heartland Advisors Inc
|
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|
Crewe Advisors LLC
|
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|
Hickory Point Bank & Trust
|
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|
Nicholson Wealth Management Group, LLC
|
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|
Reaves W H & Co Inc
|
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|
Baker Tilly Financial, Llc
|
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|
Anfield Capital Management, LLC
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|
Johnson & White Wealth Management, LLC
|
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|
Herold Advisors, Inc.
|
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Octavia Wealth Advisors, LLC
|
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|
CCMG - EA Series Trust - CCM Global Equity ETF
|
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|
Gouws Capital LLC
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
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|
Lion Street Advisors, LLC
|
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|
Byrne Financial Freedom, Llc
|
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|
Waterway Wealth Management, LLC
|
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|
Baader Bank INC
|
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|
Sax Wealth Advisors, Llc
|
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|
Tumwater Wealth Management, LLC
|
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|
Flynn Zito Capital Management, Llc
|
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|
Martin Investment Management, LLC
|
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Beck Capital Management, Llc
|
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|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
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|
Coppell Advisory Solutions LLC
|
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|
Roxbury Financial LLC
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
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|
|
Pullen Investment Management, LLC
|
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|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
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|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
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|
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|
Hudock, Inc.
|
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|
LaFleur & Godfrey LLC
|
|
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|
Citadel Advisors Llc
|
|
|
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|
Marks Group Wealth Management, Inc
|
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|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
Horan Securities, Inc.
|
|
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|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
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|
|
Riggs Asset Managment Co. Inc.
|
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|
Arcus Capital Partners, LLC
|
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|
Halbert Hargrove Global Advisors, Llc
|
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|
Creative Planning
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
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|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Crown Wealth Group, LLC
|
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|
|
|
|
Kiker Wealth Management, LLC
|
|
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|
|
Epiq Partners, Llc
|
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|
|
|
Westshore Wealth, LLC
|
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|
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|
Mindset Wealth Management, Llc
|
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|
|
Addison Capital Co
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
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|
Reynders McVeigh Capital Management, LLC
|
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|
|
|
|
Principal Financial Group Inc
|
|
|
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|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
RPg Family Wealth Advisory, LLC
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
My Personal CFO, LLC
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Wisconsin Capital Management Llc
|
|
|
|
|
|
Kagan Cocozza Asset Management
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Conestoga Capital Advisors, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Trustees of Dartmouth College
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Ferguson Shapiro LLC
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Neuberger Berman Mlp Income Fund Inc.
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
TSA Wealth Managment LLC
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Eagle Capital Management, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
|
|
|
|
|
|
Private Wealth Group, LLC
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Mills Wealth Advisors LLC
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
Retirement Planning Group, Llc / Ny
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Dopkins Wealth Management, Llc
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Lountzis Asset Management, Llc
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Pvg Asset Management Corp
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
Atlantic Family Wealth, Llc
|
|
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|
Riverstone Advisors, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Copley Financial Group, Inc.
|
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|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Capital Management Corp /va
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
|
|
|
|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
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|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
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|
Fiduciary Group LLC
|
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|
|
Panagora Asset Management Inc
|
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|
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|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Telos Capital Management, Inc.
|
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|
Envestnet Asset Management Inc
|
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|
North Point Portfolio Managers Corp/oh
|
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|
Fourth Dimension Wealth, LLC
|
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|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Windmill Hill Asset Management Ltd
|
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|
|
|
Cultivar Capital, Inc.
|
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|
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|
Hollencrest Capital Management
|
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|
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|
Monument Capital Management
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Brogan Financial, Inc.
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a)
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Roth Financial Partners LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
VERITY Wealth Advisors
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Rbo & Co Llc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Rf&l Wealth Management, Llc
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
Baker Chad R
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas
|
|
|
|
|
|
Burk Holdings LLC
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
Collar Capital Management, LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Legacy Solutions, Llc
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Requisite Capital Management, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
KDK Private Wealth Management, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Legacy CG, LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
New Harbor Financial Group, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Grantvest Financial Group LLC
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Concorde Financial Corp
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
Hrc Wealth Management, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Solus Alternative Asset Management LP
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Buska Wealth Management, LLC
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Claris Advisors, Llc / Mo /
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Schiavi & Co LLC
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Financial Strategies Group, Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Waterford Advisors, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Sterling Financial Group, Inc.
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
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Quest Partners LLC
|
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Carl Stuart Investment Advisor, Inc
|
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|
Bramshill Investments, LLC
|
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|
Chemung Canal Trust Co
|
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|
PENN SERIES FUNDS INC - Large Core Value Fund
|
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|
Cullinan Associates Inc
|
|
|
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|
St. Clair Advisors, LLC
|
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|
TOPT - iSHARES TRUST - iShares Top 20 U.S. Stocks ETF
|
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|
Shorepoint Capital Partners LLC
|
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|
MOKAN Wealth Management Inc.
|
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|
First Financial Bankshares Inc
|
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|
Chicago Capital, LLC
|
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Exchange Capital Management, Inc.
|
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Advisors Management Group Inc /adv
|
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Longview Financial Advisors LLC
|
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|
New England Asset Management Inc
|
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Main Line Retirement Advisors, LLC
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Wall Street Access Asset Management, LLC
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Hamilton Point Investment Advisors, LLC
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Almanack Investment Partners, LLC.
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Armstrong, Fleming & Moore, Inc
|
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|
Lowe Brockenbrough & Co Inc
|
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Capital Asset Advisory Services LLC
|
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|
Clear Creek Financial Management, LLC
|
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Trinity Legacy Partners, LLC
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
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|
|
Renaissance Technologies Llc
|
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|
Blankinship & Foster, LLC
|
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|
Wright Investors Service Inc
|
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Total Wealth Planning, Llc
|
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|
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|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Pflug Koory, LLC
|
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Everstar Asset Management, LLC
|
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Fiduciary Financial Group, Llc
|
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Blackrock Resources & Commodities Strategy Trust
|
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Redmond Asset Management, LLC
|
|
|
|
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Credit Agricole S A
|
|
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|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Armis Advisers, LLC
|
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|
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|
Bouchey Financial Group Ltd
|
|
|
|
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|
Hall Laurie J Trustee
|
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|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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|
|
FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C
|
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|
CIBC Asset Management Inc
|
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|
Global X Japan Co., Ltd.
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Stifel Financial Corp
|
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Alta Advisers Ltd
|
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Emprise Bank
|
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PFS Partners, LLC
|
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Parr Mcknight Wealth Management Group, Llc
|
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Scissortail Wealth Management, LLC
|
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Stock Yards Bank & Trust Co
|
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|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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|
Horst & Graben Wealth Management LLC
|
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|
Cambridge Investment Research Advisors, Inc.
|
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West Family Investments, Inc.
|
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GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
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Allstate Corp
|
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Smith & Howard Wealth Management, LLC
|
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Dakota Wealth Management
|
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WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
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|
Voya Financial Advisors, Inc.
|
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Atlas Private Wealth Advisors
|
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Andina Capital Management, LLC
|
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Te Ahumairangi Investment Management Ltd
|
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Murphy & Mullick Capital Management Corp
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
Mizuho Markets Americas Llc
|
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Beacon Investment Advisory Services, Inc.
|
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|
Intellus Advisors LLC
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Guerra Advisors Inc
|
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|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
Wealth Management Nebraska
|
|
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|
|
RMR Wealth Builders
|
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|
AllSquare Wealth Management LLC
|
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|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Salzhauer Michael
|
|
|
|
|
|
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF
|
|
|
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|
Heritage Investors Management Corp
|
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|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
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|
Y.D. More Investments Ltd
|
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|
Maia Wealth LLC
|
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|
Letson Investment Management, Inc.
|
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|
180 Wealth Advisors, Llc
|
|
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|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Opus Capital Group, LLC
|
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|
|
Allen Mooney & Barnes Investment Advisors LLC
|
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|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
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|
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|
Moloney Securities Asset Management, LLC
|
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|
|
Todd Asset Management Llc
|
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|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
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|
Bullseye Investment Management, LLC
|
|
|
|
|
|
BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
|
|
|
|
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
|
|
|
|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Triune Financial Partners, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
PBFDX - FORUM FUNDS - Payson Total Return Fund
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Kure Advisory, LLC
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Kempner Capital Management Inc.
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
NINE MASTS CAPITAL Ltd
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Christian Investment Advisors, Inc.
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Sharper & Granite LLC
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Abound Financial, Llc
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
Pinnacle Financial Group, LLC / IL
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
Valued Retirements, Inc.
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
AdviceOne Advisory Services, LLC
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Forefront Wealth Management Inc.
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
TradeWell Securities, LLC.
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Colorado Capital Management, Inc.
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
SMI Advisory Services, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Ironsides Asset Advisors, LLC
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Entruity Wealth, LLC
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Drum Hill Capital, LLC
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Theory Financial Llc
|
|
|
|
|
|
Beacon Wealthcare LLC
|
|
|
|
|
|
Drummond Knight Asset Management Pty Ltd
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
|
|
|
Iowa State Bank
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
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|
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|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Advocacy Wealth Management Services, LLC
|
|
|
|
|
|
Vestia Personal Wealth Advisors
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Belpointe Asset Management LLC
|
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|
|
Mcrae Capital Management Inc
|
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|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
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|
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|
Jackson Square Capital, Llc
|
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|
Operose Advisors LLC
|
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|
Anchor Capital Advisors Llc
|
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Capital Management Associates /ny/
|
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|
Bear Mountain Capital, Inc.
|
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|
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|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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|
Birchview Capital, LP
|
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|
|
Sentinel Trust Co Lba
|
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|
EverSource Wealth Advisors, LLC
|
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|
Family Investment Center, Inc.
|
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|
KLCM Advisors, Inc.
|
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Pcg Asset Management, Llc
|
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|
Lowe Wealth Advisors, LLC
|
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|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
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|
|
|
|
SeaBridge Investment Advisors LLC
|
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|
|
Contravisory Investment Management, Inc.
|
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|
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|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
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|
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|
|
E Fund Management Co., Ltd.
|
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|
Atlantic Trust, LLC
|
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|
SMART Wealth LLC
|
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|
Krs Capital Management, Llc
|
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|
Bank & Trust Co
|
|
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|
|
|
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Ntv Asset Management Llc
|
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|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
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|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
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|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
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|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
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|
Nordwand Advisors, LLC
|
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|
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|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
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|
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|
Chiron Capital Management, Llc
|
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|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
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|
Wellington Capital Management, Inc.
|
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|
|
|
|
New York Life Investment Management Llc
|
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|
|
Rfg Holdings, Inc.
|
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|
American Investment Services, Inc.
|
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|
|
Argent Advisors, Inc.
|
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|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
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|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Midwest Heritage Bank, FSB
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Audent Global Asset Management, LLC
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
McGrath & Associates, Inc.
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
American Assets Inc
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Baugh & Associates, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Randolph Co Inc
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Castellan Group, LLC
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Cyr Financial Inc.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Tandem Financial, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
GUSH - Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
American Financial & Tax Strategies Inc
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
|
|
|
|
|
|
RWWM, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
Westchester Capital Management, Inc.
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Rps Advisory Solutions Llc
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
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|
Rothschild Investment Llc
|
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|
Viewpoint Capital Management LLC
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|
Eagle Rock Investment Company, Llc
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|
Exeter Financial, LLC
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|
Mjp Associates Inc /adv
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|
Fortress Wealth Management, Inc.
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Charter Trust Co
|
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|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
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|
Harbour Trust & Investment Management Co
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|
First City Capital Management, Inc.
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Fiduciary Planning LLC
|
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Stanley-Laman Group, Ltd.
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Carnegie Lake Advisors LLC
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
Jennison Associates Llc
|
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|
Hsbc Holdings Plc
|
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Aptus Capital Advisors, LLC
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|
Innova Wealth Partners
|
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|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
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|
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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ULTRA SERIES FUND - Large Cap Value Fund Class I
|
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|
Entropy Technologies, LP
|
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American Capital Advisory, LLC
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POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
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Rogco, Lp
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Keudell/Morrison Wealth Management
|
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Allworth Financial LP
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|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
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|
Cohen Investment Advisors LLC
|
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Talon Private Wealth, LLC
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|
Klp Kapitalforvaltning As
|
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Strategic Financial Concepts, LLC
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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|
Prudent Man Investment Management, Inc.
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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MA Private Wealth
|
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|
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
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|
Blue Edge Capital, LLC
|
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Citigroup Inc
|
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GHAAX - VanEck Funds - Global Hard Assets Fund Class A
|
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Syntegra Private Wealth Group, LLC
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|
University Of Texas/texas Am Investment Managment Co
|
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|
Strategic Planning, Inc.
|
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Blue Barn Wealth, LLC
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Cetera Investment Advisers
|
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Beaird Harris Wealth Management, LLC
|
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Sunflower Bank, N.A.
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
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Zrc Wealth Management, Llc
|
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Legacy Trust
|
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John G Ullman & Associates Inc
|
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Fiduciary Family Office, Llc
|
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Clearbridge Investments, LLC
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Vinva Investment Management Ltd
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Nelson Capital Management, LLC
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Integral Investment Advisors, Inc.
|
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Wolverine Asset Management Llc
|
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|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
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|
Arbor Trust Wealth Advisors, Llc
|
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HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
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Sentry LLC
|
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|
North Star Investment Management Corp.
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Eq Wealth Advisors, Llc
|
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|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
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|
Skopos Labs, Inc.
|
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|
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class
|
|
|
|
|
|
Prostatis Group LLC
|
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|
|
TRUE Private Wealth Advisors
|
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|
|
Diversified Investment Strategies, LLC
|
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|
|
Elser Financial Planning, Inc
|
|
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|
Summit Financial Wealth Advisors, LLC
|
|
|
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|
Spire Wealth Management
|
|
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|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
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|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
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|
Iron Financial, LLC
|
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|
Mariner, LLC
|
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|
Haverford Trust Co
|
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|
Gries Financial Llc
|
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|
Helen Stephens Group, LLC
|
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|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
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|
Vigilare Wealth Management
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
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|
|
New Vernon Investment Management Llc
|
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|
Silver Lake Advisory, LLC
|
|
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|
Presilium Private Wealth, Llc
|
|
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|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
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|
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|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Ackerman Capital Advisors, LLC
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Next Level Wealth Planning, LLC
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Sulzberger Capital Advisors, Inc.
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Value Holdings Management Co. Llc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Sprott Inc.
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Level Financial Advisors, Inc.
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Academy Capital Management Inc/tx
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
Monument Group Wealth Advisors, LLC
|
|
|
|
|
|
Clark & Stuart, Inc
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Gladius Capital Management LP
|
|
|
|
|
|
IXC - iSHARES TRUST - iShares Global Energy ETF
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
BetterWealth, LLC
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Financial Life Planners
|
|
|
|
|
|
GAM Holding AG
|
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Euro Pacific Asset Management, LLC
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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Pring Turner Capital Group Inc
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YOKE - EA Series Trust - Yoke Core ETF
|
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Abner Herrman & Brock Llc
|
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|
Great West Life Assurance Co /can/
|
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JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
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|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
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Avidian Wealth Solutions, LLC
|
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JMG Financial Group, Ltd.
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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Genesee Capital Advisors, LLC
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Summit Wealth & Retirement Planning, Inc.
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Patriot Financial Group Insurance Agency, LLC
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Sivia Capital Partners, LLC
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Truvestments Capital Llc
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Massachusetts Wealth Management
|
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SJS Investment Consulting Inc.
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Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
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Alpha Cubed Investments, LLC
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Hosking Partners LLP
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DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
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Selway Asset Management
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Foundations Investment Advisors, LLC
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Anchor Investment Management, LLC
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RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
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Smith, Salley & Associates
|
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Machina Capital S.a.s.
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AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
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Victrix Investment Advisors
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
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|
F/M Investments LLC
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Cobblestone Capital Advisors Llc /ny/
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Arnhold LLC
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Adapt Wealth Advisors, Llc
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Semper Augustus Investments Group Llc
|
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SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
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UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
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360 Financial, Inc.
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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Kirr Marbach & Co Llc /in/
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Builder Investment Group Inc /adv
|
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JCIC Asset Management Inc.
|
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Thomasville National Bank
|
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
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Allen Operations Llc
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Bcm Advisors, Llc
|
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Altman Advisors, Inc.
|
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Coordinated Financial Services, Inc./CO
|
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DeDora Capital, Inc.
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FCG Investment Co
|
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LGT Group Foundation
|
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Sunbeam Capital Management, LLC
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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Bridges Investment Management Inc
|
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Compass Capital Corp /ma/ /adv
|
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Pfc Capital Group, Inc.
|
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Rinkey Investments
|
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Abound Wealth Management
|
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Mackenzie Financial Corp
|
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SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
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HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
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Accurate Wealth Management, LLC
|
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Great Diamond Partners, LLC
|
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|
OneAscent Investment Solutions LLC
|
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Hummer Financial Advisory Services Inc
|
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|
SWAN Capital LLC
|
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Oak Harbor Wealth Partners, Llc
|
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|
Bare Financial Services, Inc
|
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Institute for Wealth Management, LLC.
|
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B & T Capital Management DBA Alpha Capital Management
|
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|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
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|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
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EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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Green Harvest Asset Management LLC
|
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Accel Wealth Management
|
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|
Alexander Labrunerie & Co., Inc.
|
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ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Sonata Capital Group Inc
|
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|
|
|
|
Baird Financial Group, Inc.
|
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|
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|
Capital Investment Advisors, LLC
|
|
|
|
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|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
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|
Teamwork Financial Advisors, LLC
|
|
|
|
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|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
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|
Mendota Financial Group, LLC
|
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|
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|
Pure Portfolios Holdings Llc
|
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|
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|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
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|
|
Ullmann Financial Group, Inc.
|
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|
|
|
Providence Capital Advisors, LLC
|
|
|
|
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|
RedJay Asset Management Inc.
|
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|
Summit Financial Strategies, Inc.
|
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|
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|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
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|
Old Port Advisors
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
Syntax Research, Inc.
|
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|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Trust Point Inc.
|
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|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
NDVR, Inc.
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Compton Financial Group, LLC
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Moulton Wealth Management, Inc
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Private Wealth Advisors, LLC
|
|
|
|
|
|
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Moller Financial Services
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
CV Advisors LLC
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Asset Planning Corporation
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Prospector Partners Llc
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Portfolio Strategies, Inc.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Capstone Wealth Management, LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Tortoise Capital Advisors, L.l.c.
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Defined Financial Planning LLC
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Barton Investment Management
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Satovsky Asset Management Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Signal Tree Financial Partners Llc
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
Acas, Llc
|
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|
Acorn Financial Advisory Services Inc /adv
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
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|
Berry Wealth Group, LP
|
|
|
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|
49 Wealth Management, Llc
|
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|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
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|
Cape Cod Five Cents Savings Bank
|
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|
Worldquant Millennium Advisors Llc
|
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|
Mitchell Mcleod Pugh & Williams Inc
|
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|
SFG Wealth Management, LLC.
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MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
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|
|
Carter Financial Group, INC.
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|
Ballentine Partners, LLC
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Ritter Daniher Financial Advisory LLC / DE
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|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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|
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
Capital Advisors Wealth Management, LLC
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|
United Capital Financial Advisers, Llc
|
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|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
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|
Generali Investments CEE, investicni spolecnost, a.s.
|
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|
Rise Advisors, LLC
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State of New Jersey Common Pension Fund D
|
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Verity Asset Management, Inc.
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Mcdonald Partners Llc
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|
SevenBridge Financial Group, LLC
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|
Wealthcare Capital Management Llc
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Nemes Rush Group LLC
|
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BancFirst Trust & Investment Management
|
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Grove Bank & Trust
|
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Robeco Institutional Asset Management B.V.
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Meyer Handelman Co
|
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Central Bank & Trust Co
|
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Atalanta Sosnoff Capital, Llc
|
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|
Chancellor Financial Group WB LP
|
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|
PBMares Wealth Management LLC
|
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|
Westbourne Investment Advisors, Inc.
|
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Global Financial Private Client, LLC
|
|
|
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
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|
Western Wealth Management, LLC
|
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Asio Capital, LLC
|
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ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
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Hara Capital LLC
|
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|
Wealth Dimensions Group, Ltd.
|
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|
Great Lakes Advisors, Llc
|
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|
Slow Capital, Inc.
|
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Fragasso Group Inc.
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
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|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
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|
|
Advisory Alpha, LLC
|
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
VeraBank, N.A.
|
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|
Utah Retirement Systems
|
|
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|
Guided Capital Wealth Management, LLC
|
|
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|
FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
|
|
|
|
|
Tamar Securities, LLC
|
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|
LongView Wealth Management
|
|
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|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
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|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Anchor Pointe Wealth Management, LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
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|
Griffith & Werner, Inc.
|
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|
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|
Klingman & Associates, LLC
|
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|
ABLE Financial Group, LLC
|
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|
Vestmark Advisory Solutions, Inc.
|
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|
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|
Adage Capital Partners Gp, L.l.c.
|
|
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|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
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|
Bleichroeder LP
|
|
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
RDA Financial Network
|
|
|
|
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|
First Business Financial Services, Inc.
|
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|
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|
|
Fusion Capital, LLC
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Helium Advisors LLC
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
O'Connor Financial Group LLC
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Attessa Capital LLC
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Grand Wealth Management, Llc
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
HC Advisors, LLC
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
Tenon Financial LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Castlekeep Investment Advisors Llc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
Legacy Financial Group LLC
|
|
|
|
|
|
One + One Wealth Management, Llc
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Martin Worley Group
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Selective Wealth Management, Inc.
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
OLIO Financial Planning
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
TradeLink Capital LLC
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Omega Financial Group, LLC
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
Southport Management, L.l.c.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Gamco Natural Resources, Gold & Income Trust
|
|
|
|
|
|
Terril Brothers, Inc.
|
|
|
|
|
|
Plum Street Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
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|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
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|
|
Total Investment Management Inc
|
|
|
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|
|
Holland Advisory Services, Inc.
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
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|
Cambridge Capital Management, Llc
|
|
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|
Patton Fund Management, Inc.
|
|
|
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|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Sageworth Trust Co of South Dakota
|
|
|
|
|
|
TT Capital Management LLC
|
|
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|
Ssa Swiss Advisors Ag
|
|
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|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
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|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
V. M. Manning & Co., Inc.
|
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|
Per Stirling Capital Management, LLC.
|
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|
Spinnaker Investment Group, LLC
|
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|
CPA Asset Management LLC
|
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|
DDFG, Inc
|
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|
|
Dearborn Partners Llc
|
|
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|
|
|
Allen Capital Group, LLC
|
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|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T
|
|
|
|
|
|
Lanham O'Dell & Company, Inc.
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Gamco Global Gold, Natural Resources & Income Trust
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Instrumental Wealth, Llc
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
DKRT Investments Corp.
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund
|
|
|
|
|
|
GenWealth Group, Inc.
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
LBJ Family Wealth Advisors, Ltd.
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
Investment Planning Advisors, Inc.
|
|
|
|
|
|
IYE - iSHARES TRUST - iShares U.S. Energy ETF
|
|
|
|
|
|
Kahn Brothers Group Inc /de/
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Performa Ltd (US), LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Spectrum Strategic Capital Management, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
XOP - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Grove Street Fiduciary, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
Nvwm, Llc
|
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|
|
CORDA Investment Management, LLC.
|
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|
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|
|
Cove Street Capital, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
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|
Park National Corp /oh/
|
|
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|
|
|
Tiaa Trust, National Association
|
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|
|
|
|
Hutchinson Financial Advisors, INC
|
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|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
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|
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|
DMG Group, LLC
|
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|
|
S&t Bank/pa
|
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|
Howard Financial Services, Ltd.
|
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|
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|
|
Stonegate Investment Group, LLC
|
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|
|
|
Archvest Wealth Advisors, Inc.
|
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|
|
|
|
Wilkinson Global Asset Management LLC
|
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|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Cypress Point Wealth Management, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
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|
|
|
|
Bonfire Financial
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Man Group plc
|
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|
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|
Aegon Asset Management Uk Plc
|
|
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|
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|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
Wallace Hart LLC
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
Von Berge Wealth Management Group, LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Boothe Investment Group, Inc.
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
WorthPointe, LLC
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Fractal Investments LLC
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Integras Partners LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Landmark Wealth Management, LLC
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
Iat Reinsurance Co Ltd.
|
|
|
|
|
|
KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Everest Management Corp.
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
Silverberg Bernstein Capital Management LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Gardner Lewis Asset Management L P
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Kelly Financial Group Llc
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Dentgroup LLC
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
|
|
|
|
|
Coerente Capital Management
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Enzi Wealth
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Brandywine Trust Co
|
|
|
|
|
|
TEKX - SSGA Active Trust - SPDR Galaxy Transformative Tech Accelerators ETF
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
FILL - iShares, Inc. - iShares MSCI Global Energy Producers ETF
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
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|
Sound View Wealth Advisors Group, LLC
|
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Lyell Wealth Management, Lp
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|
Walker Asset Management, LLC
|
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|
Beacon Capital Management, LLC
|
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|
HB Wealth Management, LLC
|
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|
Stephens Inc /ar/
|
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|
Peterson Wealth Services
|
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|
Woodmont Investment Counsel Llc
|
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|
Hurley Capital, LLC
|
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|
|
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|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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|
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|
1248 Management, LLC
|
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|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
Fairview Capital Investment Management, Llc
|
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|
Moment Partners, LLC
|
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|
Mattern Wealth Management LLC
|
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CHICAGO TRUST Co NA
|
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Central Valley Advisors, Llc
|
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Capital Wealth Alliance, LLC
|
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Petra Financial Advisors Inc
|
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|
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Wealth Architects, LLC
|
|
|
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|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
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|
Hobart Private Capital, LLC
|
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|
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|
Heartland Bank & Trust Co
|
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|
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|
Wealth Effects Llc
|
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|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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|
|
McGinn Investment Management, Inc.
|
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Insigneo Advisory Services, Llc
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Mml Investors Services, Llc
|
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|
Schonfeld Strategic Advisors LLC
|
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|
Stonehage Fleming Financial Services Holdings Ltd
|
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|
Baron Wealth Management LLC
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
|
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|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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|
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|
Fundamentun, Llc
|
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|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
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Johnson Financial Group, Inc.
|
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|
EP Wealth Advisors, Inc.
|
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Hennion & Walsh Asset Management, Inc.
|
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|
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FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
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|
Stonebridge Financial Group, LLC
|
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|
|
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|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
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Delos Wealth Advisors, LLC
|
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|
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Foster & Motley Inc
|
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|
Meeder Advisory Services, Inc.
|
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|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
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Cairn Investment Group, Inc.
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
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|
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|
Curran Financial Partners, LLC
|
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|
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|
Culbertson A N & Co Inc
|
|
|
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|
Northwest Financial Advisors
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
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|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
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|
|
|
|
Fire Capital Management LLC
|
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|
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|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
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|
Larson Financial Group LLC
|
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|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
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|
|
Toronto Dominion Bank
|
|
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|
Private Management Group Inc
|
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Dash Acquisitions Inc.
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TFR Capital, LLC.
|
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Sagard Holdings Management Inc.
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Marquette Asset Management, LLC
|
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Blue Fin Capital, Inc.
|
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|
SLT Holdings LLC
|
|
|
|
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|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
Keystone Financial Services, LLC
|
|
|
|
|
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Bonness Enterprises Inc
|
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Banque Pictet & Cie Sa
|
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Berkshire Money Management, Inc.
|
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|
JBR Co Financial Management Inc
|
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Joule Financial, LLC
|
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|
Carrera Capital Advisors
|
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|
|
Beacon Financial Group
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
ABIG - EA Series Trust - Argent Large Cap ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
CHB Investment Group, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Melfa Wealth Management, Llc
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
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|
Black Diamond Financial, LLC
|
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|
|
|
|
New England Professional Planning Group Inc.
|
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|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Bishop & Co Investment Management, LLC
|
|
|
|
|
|
REDW Wealth LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
HFR Wealth Management, LLC
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
BCK Partners, Inc.
|
|
|
|
|
|
Hamilton Capital Partners, Llc
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
First International Bank & Trust
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
TCM Advisors, LLC
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
Fee-Only Financial Planning, L.C.
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Core Wealth Advisors, Inc.
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Warburton Capital Management, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Kieckhefer Group Llc
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Concentrum Wealth Management
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Avant Capital LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Retirement Investment Advisors, Inc.
|
|
|
|
|
|
Awm Capital, Llc
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
Heritage Wealth Partners, LLC
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
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|
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|
Sanibel Captiva Trust Company, Inc.
|
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|
Minichmacgregor Wealth Management, Llc
|
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|
Colton Groome Financial Advisors, Llc
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|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
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|
Natixis Advisors, L.p.
|
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|
NJ State Employees Deferred Compensation Plan
|
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|
Tanglewood Legacy Advisors, LLC
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|
Segment Wealth Management, LLC
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|
Kestra Investment Management, LLC
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ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
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|
Keystone Financial Services
|
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|
Integrated Wealth Concepts LLC
|
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|
Warwick Investment Management, Inc.
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Cedar Mountain Advisors, LLC
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XLSR - SSGA Active Trust - SPDR(R) SSGA US Sector Rotation ETF
|
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|
BluePointe Capital Management, LLC
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Quantinno Capital Management LP
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Kentucky Retirement Systems Insurance Trust Fund
|
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HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
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Laird Norton Trust Company, Llc
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
Ascent Group, LLC
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|
Annandale Capital, LLC
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|
Integris Wealth Management, LLC
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Covestor Ltd
|
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GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
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Sherbrooke Park Advisers Llc
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
Harwood Advisory Group, LLC
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|
Tudor Financial Inc.
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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|
Team Financial Group, LLC
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Mirae Asset Global Investments Co., Ltd.
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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Regency Capital Management Inc.\DE
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
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|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
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|
|
Naviter Wealth, LLC
|
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|
Ruffer LLP
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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|
Wolf Group Capital Advisors
|
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ExodusPoint Capital Management, LP
|
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Seaside Wealth Management, Inc.
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
Hamilton Capital, LLC
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|
Lee Danner & Bass Inc
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Stolper Co
|
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Boston Family Office Llc
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Icon Wealth Advisors, LLC
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Twin City Private Wealth, Llc
|
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Groupe la Francaise
|
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|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
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|
Bay Capital Advisors, LLC
|
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|
Northstar Financial Companies, Inc.
|
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Litman Gregory Asset Management LLC
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|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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Jefferies Financial Group Inc.
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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Invst, LLC
|
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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|
Notis-McConarty Edward
|
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|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
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|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
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|
Nkcfo Llc
|
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BCJ Capital Management, LLC
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
Windle Wealth, LLC
|
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Shufro Rose & Co Llc
|
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|
Cornerstone Select Advisors, LLC
|
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|
SAM Advisors, LLC
|
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|
Supplemental Annuity Collective Trust of NJ
|
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|
Thoroughbred Financial Services, Llc
|
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|
Oak Harvest Investment Services
|
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|
Cooksen Wealth, LLC
|
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|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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|
|
|
|
HighMark Wealth Management LLC
|
|
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|
CBIZ Investment Advisory Services, LLC
|
|
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|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
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|
West Financial Advisors, LLC
|
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|
Evelyn Partners Investment Management (Europe) Ltd
|
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|
Future Fund LLC
|
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|
Welch & Forbes Llc
|
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|
IFG Advisors, LLC
|
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|
Scotia Capital Inc.
|
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|
Trillium Asset Management, Llc
|
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|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
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|
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
|
|
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|
|
Aigen Investment Management, Lp
|
|
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|
Cornerstone Advisory, LLC
|
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|
Colonial Trust Advisors
|
|
|
|
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|
Sharkey, Howes & Javer
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
Arkansas Financial Group, Inc.
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
Watchman Group, Inc.
|
|
|
|
|
|
Kooman & Associates
|
|
|
|
|
|
Foundation Resource Management Inc
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
AMJ Financial Wealth Management
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Wealth Advisors of Iowa, LLC
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
HFG Wealth Management, LLC
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Veridan Wealth LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
LifeGuide Financial Advisors, LLC
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
Ivy Lane Capital Management, Llc
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Pacific Heights Asset Management Llc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio
|
|
|
|
|
|
Sharpepoint Llc
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
U S Global Investors Inc
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
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|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
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|
Hartline Investment Corp/
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FMA Wealth Management, LLC
|
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CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
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|
Total Wealth Planning & Management, Inc.
|
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AssuredPartners Investment Advisors, LLC
|
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|
Huntington National Bank
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
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|
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|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
Waterloo Capital, L.P.
|
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Beaumont Financial Advisors, LLC
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Amplius Wealth Advisors, LLC
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Safeguard Financial, LLC
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Pingora Partners LLC
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Keb Asset Management, Llc
|
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Legacy Wealth Managment, LLC/ID
|
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POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
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|
Valeo Financial Advisors, LLC
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QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
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Philip James Wealth Mangement, LLC
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Opes Wealth Management LLC
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Asset Management Group, Inc.
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Sigma Planning Corp
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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UMA Financial Services, Inc.
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Astoria Portfolio Advisors LLC.
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First Dallas Securities Inc.
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Jag Capital Management, Llc
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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Community Bank & Trust, Waco, Texas
|
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Graves-Light Private Wealth Management, Inc.
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Mogy Joel R Investment Counsel Inc
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Prepared Retirement Institute LLC
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Wealth Alliance Advisory Group, LLC
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Van Strum & Towne Inc.
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Mesirow Financial Investment Management, Inc.
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Old Second National Bank Of Aurora
|
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Keystone Financial Group, Inc.
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DIVD - EA Series Trust - Altrius Global Dividend ETF
|
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MAI Capital Management
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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Provident Wealth Management, LLC
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Aurora Investment Managers, LLC.
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GAMMA Investing LLC
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BlueChip Wealth Advisors LLC
|
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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|
Community Financial Services Group, LLC
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Bfsg, Llc
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Dominguez Wealth Management Solutions, Inc.
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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|
Nuveen, LLC
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X-Square Capital, LLC
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Murphy, Middleton, Hinkle & Parker, Inc.
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Brown Miller Wealth Management, LLC
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Juncture Wealth Strategies, Llc
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United Asset Strategies, Inc.
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White Wing Wealth Management
|
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Jaffetilchin Investment Partners, LLC
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Frontier Asset Management, LLC
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Jane Street Group, Llc
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FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
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Axis Wealth Partners, LLC
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|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
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|
FOCIX - FAIRHOLME FUNDS INC - The Fairholme Focused Income Fund
|
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|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
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BLB&B Advisors, LLC
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Pensionmark Financial Group, Llc
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Crane Advisory, LLC
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Synergy Financial Management, LLC
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Welch Group, LLC
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Sterling Investment Advisors Llc /adv
|
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Linden Thomas Advisory Services, LLC
|
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|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
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|
Robbins Farley Llc
|
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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|
Thompson Investment Management, Inc.
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Wayfinding Financial, LLC
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|
Grayhawk Investment Strategies Inc.
|
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Gradient Investments LLC
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Lantz Financial LLC
|
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Rakuten Securities, Inc.
|
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BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
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|
Pinney & Scofield, Inc.
|
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|
Philadelphia Trust Co
|
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|
Wendell David Associates Inc
|
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|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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|
Steele Capital Management, Inc.
|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
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|
Kendall Capital Management
|
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|
Madison Wealth Partners, Inc
|
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Trust Co Of Oklahoma
|
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
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|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
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|
PAX Financial Group, LLC
|
|
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|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
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|
Goodman Financial Corp
|
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|
Maryland Capital Advisors Inc.
|
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|
Teachers Insurance & Annuity Association Of America
|
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|
Silicon Valley Capital Partners
|
|
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|
Advantage Trust Co
|
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
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|
Granite Investment Partners, LLC
|
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|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
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|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
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|
J.Safra Asset Management Corp
|
|
|
|
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|
Taylor Financial Group, Inc.
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
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|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
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|
|
FreeGulliver LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
NavPoint Financial, Inc.
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Reik & Co., Llc
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
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|
|
|
|
Symmetry Partners, LLC
|
|
|
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|
|
AlTi Global, Inc.
|
|
|
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|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
Sprinkle Financial Consultants LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
BostonPremier Wealth LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Austin Asset Management Co Inc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
HTG Investment Advisors, Inc.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
Sagefield Capital LP
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
Capitol Family Office, Inc.
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Crown Oak Advisors, LLC
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Dynamic Financial Group
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares
|
|
|
|
|
|
Ruedi Wealth Management, Inc.
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Fogel Capital Management, Inc.
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
New Capital Management LP
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
DeepCurrents Investment Group LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
|
Nottingham Advisors, Inc.
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
Federated Hermes, Inc.
|
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Marino, Stram & Associates Llc
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ABVAX - AB TRUST - AB Value Fund Class A
|
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|
Leisure Capital Management
|
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|
Hemington Wealth Management
|
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|
Seven Springs Wealth Group, LLC
|
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|
Farrell Financial LLC
|
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|
RWM Asset Management, LLC
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|
First Horizon Advisors, Inc.
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1776 Wealth LLC
|
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|
Cfm Wealth Partners Llc
|
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|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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Note Advisors, LLC
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|
Golden State Equity Partners
|
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|
Tyche Wealth Partners LLC
|
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|
Brueske Advisory Services, LLC
|
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|
SummitTX Capital, L.P.
|
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|
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|
Cypress Wealth Services, LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
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|
|
|
Intrinsic Value Partners, LLC
|
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|
Provenance Wealth Advisors, LLC
|
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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|
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Chilton Investment Co Llc
|
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VBCVX - VALIC Co I - Systematic Value Fund
|
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Ballast, Inc.
|
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NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
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Liberty Capital Management, Inc.
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SBI Securities Co., Ltd.
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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|
|
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|
RVW Wealth, LLC
|
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Bradley & Co. Private Wealth Management, LLC
|
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|
Shulman DeMeo Asset Management LLC
|
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|
Deane Retirement Strategies, Inc.
|
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Bowen Hanes & Co Inc
|
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|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
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|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
Hilltop Partners LLC
|
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|
O'shaughnessy Asset Management, Llc
|
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|
Rowland & Co Investment Counsel/adv
|
|
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|
Capital Advisors, Ltd. LLC
|
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|
Nova Wealth Management, Inc.
|
|
|
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|
|
ETF Opportunities Trust - Opportunistic Trader ETF
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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|
Union Heritage Capital, LLC
|
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|
Whitener Capital Management, Inc.
|
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|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
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|
GSB Wealth Management, LLC
|
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|
Stoneridge Investment Partners Llc
|
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|
|
Principia Wealth Advisory, LLC
|
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|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
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|
|
|
Macquarie Group Ltd
|
|
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|
|
|
Barry Investment Advisors, LLC
|
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|
Thrive Wealth Management, LLC
|
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|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
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|
Vision Financial Markets Llc
|
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|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
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|
Zevin Asset Management Llc
|
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|
Ark & Tlk Investments, Llc
|
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|
Dynamic Wealth Strategies, LLC
|
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|
|
|
|
Profunds - Profund Vp Oil & Gas
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
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|
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|
Capstone Wealth Management Group LLC
|
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|
|
Raleigh Capital Management Inc.
|
|
|
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|
|
Pnc Financial Services Group, Inc.
|
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|
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|
LifePlan Investment Advisors, Inc.
|
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|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
U S Wealth Group, Llc.
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
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|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Solutions 4 Wealth, Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
GAGEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Energy Fund
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Tradewinds, LLC.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Coco Enterprises, LLC
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Clay Northam Wealth Management, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Chapman Investment Management, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
VanderPol Investments L.L.C.
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Legacy Financial Group, Inc.
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Ion Asset Management Ltd.
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
Sequent Asset Management, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
Runnymede Capital Advisors, Inc.
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Campbell Deegan Wealth Management, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Sims Investment Management, Llc
|
|
|
|
|
|
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Klein Pavlis & Peasley Financial, Inc.
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Motco
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Retirement Financial Solutions, Llc
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund
|
|
|
|
|
|
Cherrydale Wealth Management, Llc
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
WPLCX - WP Trust - WP Large Cap Income Plus Fund Institutional Class Shares
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Independence Financial Advisors, LLC
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Mustard Seed Financial, LLC
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
|
|
|
|
|
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
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FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
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|
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|
Richard P Slaughter Associates Inc
|
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|
Sterling Investment Counsel, LLC
|
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|
Proffitt & Goodson Inc
|
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|
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|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
Bank OZK
|
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|
HT Partners LLC
|
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|
Forte Capital Llc /adv
|
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|
Parkshore Wealth Management, Inc.
|
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|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
Nfj Investment Group, Llc
|
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|
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|
Prentice Wealth Management LLC
|
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|
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|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
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|
Fortune 45 LLC
|
|
|
|
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|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
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|
|
|
|
Onyx Bridge Wealth Group LLC
|
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|
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|
|
Cidel Asset Management Inc
|
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|
Holistic Financial Partners
|
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Buckley Wealth Management, LLC
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
Gerber Kawasaki Wealth & Investment Management
|
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|
Financial Gravity Companies, Inc.
|
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Financial Alternatives, Inc
|
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BigSur Wealth Management LLC
|
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Headinvest, Llc
|
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Keystone Financial Group
|
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Atwood & Palmer Inc
|
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Stillwater Capital Advisors, LLC
|
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Harbor Capital Advisors, Inc.
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Bleakley Financial Group, LLC
|
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Kingstone Capital Partners Texas, LLC
|
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|
Huntleigh Advisors, Inc.
|
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|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
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|
Kinsale Capital Group, Inc.
|
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Hayek Kallen Investment Management
|
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Peregrine Asset Advisers, Inc.
|
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|
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6
|
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|
Cassaday & Co Wealth Management LLC
|
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Retirement Systems of Alabama
|
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|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
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|
William B. Walkup & Associates, Inc.
|
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|
Northeast Planning Associates, Inc. / Nh /
|
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|
Point72 (DIFC) Ltd
|
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|
Elite Wealth Management, Inc.
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
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|
Hassell Wealth Management, LLC
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
GFG Capital, LLC
|
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|
SCP Investment, LP
|
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Zions Bancorporation, National Association /ut/
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
Tlwm
|
|
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|
|
RB Capital Management, LLC
|
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|
RAM Investment Partners, LLC
|
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|
Drucker Wealth 3.0, LLC
|
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|
Headland Capital, LLC
|
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|
Miracle Mile Advisors, LLC
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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|
Semus Wealth Partners LLC
|
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|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
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|
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|
International Private Wealth Advisors LLC
|
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|
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
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|
Reuter James Wealth Management, Llc
|
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|
Ameriflex Group, Inc.
|
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|
GQJPX - Advisors' Inner Circle Fund III - GQG PARTNERS INTERNATIONAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
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SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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|
Vaughan Nelson Investment Management, L.p.
|
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|
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A)
|
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|
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class
|
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|
Lynch Asset Management, Inc.
|
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|
Advisory Resource Group
|
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|
Rather & Kittrell, Inc.
|
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|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Gleason Group, Inc.
|
|
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|
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|
Sandbox Financial Partners, LLC
|
|
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|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
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|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Lifelong Wealth Advisors, Inc.
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Ergawealth Advisors, Inc.
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Thoma Capital Management LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Botty Investors LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
APCM Wealth Management for Individuals
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
FOCUS Wealth Advisors, LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
CoreCommodity Management, LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Arcadia Wealth Management, Inc.
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
DRLL - EA Series Trust - Strive U.S. Energy ETF
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Horizon Advisory Services, Inc.
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
Washburn Capital Management, Inc.
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
IronBridge Private Wealth, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
Bright Financial Advisors, Inc.
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
Prospect Financial Group LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
G2 Capital Management, Llc / Oh
|
|
|
|
|
|
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Israel Discount Bank of New York
|
|
|
|
|
|
Cambridge Financial Group, LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Kiltearn Partners LLP
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Marshall Wace, Llp
|
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
Duncan Williams Asset Management, LLC
|
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|
Noble Wealth Management PBC
|
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|
Wedge Capital Management L L P/nc
|
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|
Vantage Point Financial LLC
|
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
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Beirne Wealth Consulting Services, LLC
|
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|
Farringdon Capital, Ltd.
|
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|
Apollon Financial, LLC
|
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|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
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|
American National Bank
|
|
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|
MBM Wealth Consultants, LLC
|
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|
4wealth Advisors, Inc.
|
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|
FT Vest Total Return Income Fund: Series B1
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
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|
Christopher J. Hasenberg, Inc
|
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Connable Office Inc
|
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PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
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|
Lebenthal Global Advisors, LLC
|
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FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
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PFG Advisors
|
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Redwood Wealth Management Group, LLC
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Nbc Securities, Inc.
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Mirae Asset Securities (usa) Inc.
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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|
State Of Michigan Retirement System
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
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Tempus Wealth Planning, LLC
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|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
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|
Ervin Investment Management, LLC
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Financial Partners Group, LLC
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Inspire Advisors, LLC
|
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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|
New Republic Capital, LLC
|
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Roffman Miller Associates Inc /pa/
|
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FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
|
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|
Hoertkorn Richard Charles
|
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Denver Wealth Management, Inc.
|
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FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
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Traub Capital Management LLC
|
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FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
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|
Adams Asset Advisors, LLC
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Financial Advisory Partners, Llc
|
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Minot DeBlois Advisors LLC
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New Mexico Educational Retirement Board
|
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Enclave Advisors LLC
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EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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|
PCG Wealth Advisors, LLC
|
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Sigma Investment Counselors Inc
|
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|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
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ZEGA Investments, LLC
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Kayne Anderson Rudnick Investment Management Llc
|
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Barr E S & Co
|
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LMG Wealth Partners, LLC
|
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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|
Global Wealth Strategies & Associates
|
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S&co Inc
|
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LPL Financial LLC
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Seneca Financial Advisors LLC
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Echo45 Advisors LLC
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Allegiance Financial Group Advisory Services LLC
|
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S.A. Mason LLC
|
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Drive Wealth Management, Llc
|
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Red Cedar Investment Management, Llc
|
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BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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Capital Insight Partners, Llc
|
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Bearing Point Capital, Llc
|
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Occidental Asset Management, LLC
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Pitcairn Co
|
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|
Hixon Zuercher, LLC
|
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|
Marietta Wealth Management, LLC
|
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|
Peddock Capital Advisors, Llc
|
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|
Granite Harbor Advisors, Inc.
|
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|
Mystic Asset Management, Inc.
|
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Viawealth, Llc
|
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Schwarz Dygos Wheeler Investment Advisors Llc
|
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|
State of Wyoming
|
|
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|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
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|
CWS Financial Advisors, LLC
|
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|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Biltmore Wealth Management, LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
WCME - FIRST TRUST EXCHANGE-TRADED FUND - First Trust WCM Developing World Equity ETF
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
VPR Management LLC
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
XOMX - Direxion Shares ETF Trust - Direxion Daily XOM Bull 2X Shares
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
KilterHowling LLC
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Oakland Financial Corp
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A
|
|
|
|
|
|
AIFG Consultants Ltd.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Wiser Wealth Management, Inc
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
|
|
|
|
|
SK Wealth Management, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Darrow Company, Inc.
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
BG Investment Services, Inc.
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
EWG Elevate Inc.
|
|
|
|
|
|
Valpey Financial Services, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF
|
|
|
|
|
|
Capital Counsel Llc/ny
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Sagace Wealth Management LLC
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
R. W. Roge & Company, Inc.
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Dean, Jacobson Financial Services, LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Romano Brothers And Company
|
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DLK Investment Management, LLC
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Canandaigua National Trust Co of Florida
|
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Financial Security Advisor, Inc.
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Asahi Life Asset Management Co., Ltd.
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GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
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|
OMERS ADMINISTRATION Corp
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First Bank & Trust
|
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Kestra Advisory Services, LLC
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VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
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|
Fifth Third Bancorp
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Darden Wealth Group Inc
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TrueWealth Advisors, LLC
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Capital International Investors
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Harbour Investment Management Llc
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BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
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IFM Investors Pty Ltd
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Widmann Financial Services, Inc.
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Define Financial, Llc
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Bridgeway Capital Management Inc
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Holocene Advisors, LP
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Gifford Fong Associates
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FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
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Nordea Investment Management Ab
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ForthRight Wealth Management, LLC
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Morton Capital Management LLC/CA
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Roundview Capital LLC
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Westside Investment Management, Inc.
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LVZ Advisors, Inc.
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Naples Global Advisors, Llc
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Wolverine Trading, Llc
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Norden Group Llc
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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LENS - EA Series Trust - Sarmaya Thematic ETF
|
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Guggenheim Strategic Opportunities Fund
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Merewether Investment Management, LP
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Illinois Municipal Retirement Fund
|
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Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
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Forum Private Client Group LLC
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Stone House Investment Management, LLC
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Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
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Hemenway Trust Co LLC
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Harvest Portfolios Group Inc.
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Ilex Capital Partners (UK) LLP
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Vanguard Group Inc
|
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Fairvoy Private Wealth, LLC
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund
|
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Clark Capital Management Group, Inc.
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RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
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Verus Financial Partners, Inc.
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SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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Concorde Asset Management, LLC
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Security National Bank Of So Dak
|
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Truist Financial Corp
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Aries Wealth Management
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Lazard Asset Management Llc
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Tranquility Partners, LLC
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Concord Asset Management, LLC/VA
|
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Riverbend Wealth Management, LLC
|
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|
TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF
|
|
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|
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|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
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|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
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|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
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|
Stewardship Advisors, LLC
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Berkeley Capital Partners, LLC
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|
DRW Securities, LLC
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Emerald Investment Partners, Llc
|
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Columbia Asset Management
|
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Blackhawk Capital Partners LLC.
|
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Manchester Financial Inc
|
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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|
Aviso Financial Inc.
|
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Inkwell Capital Llc
|
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SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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|
Chapman Financial Group, Llc
|
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First National Bank of Hutchinson
|
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Lingohr & Partner Asset Management GmbH
|
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|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
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|
Davidson Trust Co
|
|
|
|
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|
Premier Path Wealth Partners, LLC
|
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|
Udine Wealth Management, Inc.
|
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|
Newport Capital Group, LLC
|
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|
CMG Global Holdings, LLC
|
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|
Stiles Financial Services Inc
|
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|
United Community Bank
|
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|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
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|
Wells Fargo & Company/mn
|
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|
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|
Asset Planning Services Inc /la/ /adv
|
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|
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|
Gardner Russo & Quinn Llc
|
|
|
|
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|
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares
|
|
|
|
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|
Dupont Capital Management Corp
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Gagnon Securities Llc
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Auour Investments LLC
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Holcombe Financial, Inc.
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Muzinich & Co., Inc.
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Benchmark Wealth Management, LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Sar Wealth Management Group, Llc
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
First Financial Group Corp
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Treasure Coast Financial Planning
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Nyl Investors Llc
|
|
|
|
|
|
Us Financial Advisors, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Fischer Financial Services, Inc.
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Crown Advisors Management, Inc.
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Novus Advisors, Llc
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
Mountain Capital Investment Advisors, Inc
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
Herbst Group, Llc
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Shearwater Capital LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Samjo Management, LLC
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
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EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
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Patriot Investment Management Inc.
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EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
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JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
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Graypoint LLC
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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Arrow Financial Corp
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Nadler Financial Group, Inc.
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Van Eck Associates Corp
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New England Research & Management, Inc.
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Providence Wealth Advisors, LLC
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Miller Howard Investments Inc /ny
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Montag A & Associates Inc
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DecisionMap Wealth Management, LLC
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
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IFP Advisors, Inc
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Gratus Wealth Advisors, LLC
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Peoples Bank /oh
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
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Channel Wealth Llc
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JB Capital LLC
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Regent Peak Wealth Advisors LLC
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Cardiff Park Advisors, Llc
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All Terrain Financial Advisors, LLC
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Bond & Devick Financial Network, Inc.
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Prudential Plc
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Boltwood Capital Management
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Integrity Alliance, Llc.
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FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
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United Advisor Group, LLC
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Paul Damon & Associates, Inc.
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Wagner Wealth Management, Llc
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
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AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
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NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
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Atom Investors LP
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Up Strategic Wealth Investment Advisors Llc
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Phil A. Younker & Associates, Ltd.
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USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
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Granite Group Advisors, LLC
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
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GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
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Apollon Wealth Management, LLC
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First Financial Corp /in/
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Crescent Grove Advisors, LLC
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Keener Financial Planning LLC
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Stony Point Wealth Management Inc.
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Credential Securities Inc.
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Motiv8 Investments LLC
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JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
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Prudential Financial Inc
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Investor's Fiduciary Advisor Network, LLC
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Resolute Wealth Strategies, LLC
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Wellington Shields Capital Management, LLC
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NorthStar Asset Management LLC /NJ/
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Kathmere Capital Management, LLC
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LOM Asset Management Ltd
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D. Scott Neal, Inc.
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Dover Advisors, Llc
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Baron Financial Group, LLC
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Umpqua Bank
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Cary Street Partner Investment Advisory Llc
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Patten Group, Inc.
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IMC-Chicago, LLC
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Heritage Wealth Advisors
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Dymon Asia Capital (singapore) Pte. Ltd.
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Aull & Monroe Investment Management Corp
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SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
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Canal Insurance CO
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Recurrent Investment Advisors LLC
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
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Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
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PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
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Profund Advisors Llc
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Hillman Capital Management, Inc.
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Ewa, Llc
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Franklin Resources Inc
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White Knight Strategic Wealth Advisors, LLC
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Capstone Wealth Management Group, Llc
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Tower Wealth Partners, Inc.
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JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
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Avantax Planning Partners, Inc.
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
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First Manhattan Co
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Ridgecrest Wealth Partners, Llc
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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LRT Capital Management, LLC
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Overbrook Management Corp
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TruNorth Capital Management, LLC
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WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
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McAlister, Sweet & Associates, Inc.
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
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Stonehaven Wealth & Tax Solutions, Llc
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Matrix Trust Co
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RFG - Bristol Wealth Advisors, LLC
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Enterprise Financial Services Corp
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Phillips Wealth Planners LLC
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Maridea Wealth Management LLC
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VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
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Tevis Investment Management
|
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|
KFA Private Wealth Group, LLC
|
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
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Relyea Zuckerberg Hanson LLC
|
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JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
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Bank of Marin
|
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|
L.K. Benson & Company, P.C.
|
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|
Rocky Mountain Advisers, Llc
|
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|
Westhampton Capital, LLC
|
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|
|
Sarver Vrooman Wealth Advisors
|
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|
|
Centric Wealth Management
|
|
|
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|
|
Rice Partnership, LLC
|
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|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
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|
|
Centerpoint Advisory Group
|
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|
Brooks, Moore & Associates, Inc.
|
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|
Driehaus Capital Management Llc
|
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|
AXS Investments LLC
|
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|
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|
|
Finer Wealth Management, Inc.
|
|
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|
Ti-trust, Inc
|
|
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|
Ironwood Investment Counsel, LLC
|
|
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|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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|
|
|
|
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares
|
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|
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|
Ade, Llc
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
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Hill Investment Group Partners, LLC
|
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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