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Rakuten Securities, Inc.
|
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Massmutual Trust Co Fsb/adv
|
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|
K.J. Harrison & Partners Inc
|
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|
Elyxium Wealth, LLC
|
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|
Kilter Group LLC
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
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|
|
Pacific Center for Financial Services
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
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|
Benjamin Edwards Inc
|
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|
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|
AMJ Financial Wealth Management
|
|
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|
1st Source Bank
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
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|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
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|
|
Monument Capital Management
|
|
|
|
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|
Coston, McIsaac & Partners
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
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|
First Horizon Advisors, Inc.
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
Evolution Wealth Management Inc.
|
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Chilton Investment Co Llc
|
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Horan Capital Advisors, LLC.
|
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Bnc Wealth Management, Llc
|
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Sentry Investment Management Llc
|
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|
Howard Hughes Medical Institute
|
|
|
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Redwood Wealth Management Group, LLC
|
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SIR Capital Management, L.P.
|
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
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|
CHURCHILL MANAGEMENT Corp
|
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|
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|
RMB Capital Management, LLC
|
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|
Accurate Wealth Management, LLC
|
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|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
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|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
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|
Badgley Phelps Wealth Managers, LLC
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Sargent Investment Group, LLC
|
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|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Novem Group
|
|
|
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|
Zacks Investment Management
|
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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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|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
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|
Torno Capital, Llc
|
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|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
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|
Advent Capital Management /de/
|
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|
Opal Wealth Advisors, LLC
|
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CMG Global Holdings, LLC
|
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Coatue Management Llc
|
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Groupe la Francaise
|
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Reliant Investment Management, LLC
|
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HBK Sorce Advisory LLC
|
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|
Hayek Kallen Investment Management
|
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|
Dakota Wealth Management
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
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|
Retirement Capital Strategies
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
WAR - ETF Series Solutions - U.S. Global Technology and Aerospace & Defense ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
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|
|
Curat Global, LLC
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
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|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
BOCHK Asset Management Ltd
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Rithm Capital Corp.
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
J. Stern & Co. LLP
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Biltmore Wealth Management, LLC
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Arbor Wealth Advisors LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
1492 Capital Management LLC
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
Callan Family Office, LLC
|
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|
Penserra Capital Management LLC
|
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|
Worth Financial Advisory Group, LLC
|
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|
Semmax Financial Advisors Inc.
|
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|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
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|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
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|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
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|
Riverview Trust Co
|
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|
Logan Capital Management Inc
|
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|
Glen Eagle Advisors, LLC
|
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|
First Western Trust Bank
|
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|
SYM FINANCIAL Corp
|
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|
Revolve Wealth Partners, LLC
|
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|
Keybank National Association/oh
|
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|
Per Stirling Capital Management, LLC.
|
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|
Robeco Institutional Asset Management B.V.
|
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|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
TFR Capital, LLC.
|
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Renasant Bank
|
|
|
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|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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|
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|
Leavell Investment Management, Inc.
|
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|
Miracle Mile Advisors, LLC
|
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|
Radnor Capital Management, LLC
|
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|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
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|
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|
Cerity Partners LLC
|
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|
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|
|
Smith, Moore & Co.
|
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|
DAVENPORT & Co LLC
|
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Fi3 FINANCIAL ADVISORS, LLC
|
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|
Aries Wealth Management
|
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|
Live Oak Private Wealth LLC
|
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|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
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|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
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|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
CVA Family Office, LLC
|
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|
|
|
|
Alpine Bank Wealth Management
|
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|
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|
Klp Kapitalforvaltning As
|
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|
Stone Point Wealth LLC
|
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|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
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|
|
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|
Citadel Advisors Llc
|
|
|
|
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|
Alliancebernstein L.p.
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
American Capital Advisory, LLC
|
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|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
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|
Creative Financial Designs Inc /adv
|
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|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
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|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
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|
Mb, Levis & Associates, Llc
|
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AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
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|
Meredith Wealth Planning
|
|
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|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
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|
BSW Wealth Partners
|
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|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
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|
Bradyco, Inc.
|
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|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
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|
|
BLB&B Advisors, LLC
|
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|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
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|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
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|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
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|
Weatherly Asset Management L. P.
|
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|
Legacy Advisory Services, LLC
|
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|
|
Hall Laurie J Trustee
|
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|
Wood Tarver Financial Group, LLC
|
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|
Tounjian Advisory Partners, Llc
|
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|
Baker Ellis Asset Management LLC
|
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|
DT Investment Partners, LLC
|
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|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
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|
|
Advisor OS, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
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|
International Assets Investment Management, Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Defined Financial Planning LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
5T Wealth, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Summerhill Capital Management lnc.
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Clean Energy Transition LLP
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
21 West Wealth Management LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
HFR Wealth Management, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
Night Squared LP
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
Perritt Capital Management Inc
|
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|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
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|
|
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|
Wakefield Asset Management LLLP
|
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|
Hudson Bay Capital Management LP
|
|
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|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
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|
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|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
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|
Voisard Asset Management Group, Inc.
|
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|
Klingenstein Fields & Co Lp
|
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|
Monte Financial Group, LLC
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
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IHT Wealth Management, LLC
|
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|
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|
Gillespie Robinson & Grimm Inc
|
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|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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Cornell Pochily Investment Advisors, Inc.
|
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FT Vest Hedged Equity Income Fund: Series A2
|
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|
Edgemoor Investment Advisors, Inc.
|
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Verition Fund Management LLC
|
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ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
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EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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Baker Avenue Asset Management, LP
|
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Spinnaker Trust
|
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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World Equity Group, Inc.
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InTrack Investment Management Inc
|
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Wells Trecaso Financial Group, LLC
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Kinneret Advisory, LLC
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First Washington CORP
|
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Fermata Advisors, LLC
|
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Congress Asset Management Co /ma
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SeaBridge Investment Advisors LLC
|
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Tema ETF Trust - Tema American Reshoring ETF
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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Rnc Capital Management Llc
|
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Convergence Investment Partners, LLC
|
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Forza Wealth Management, LLC
|
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Gabelli Equity Trust Inc
|
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Rossmore Private Capital
|
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IronOak Wealth LLC.
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Green Harvest Asset Management LLC
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Castleview Partners, Llc
|
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FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
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Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
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|
J.w. Cole Advisors, Inc.
|
|
|
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|
Whitaker-Myers Wealth Managers, LTD.
|
|
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|
VCAAX - VALIC Co I - Asset Allocation Fund
|
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J. W. Coons Advisors, LLC
|
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CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
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Hoese & Co LLP
|
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TCG Advisory Services, LLC
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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National Bank Of Canada /fi/
|
|
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MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
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|
Sivia Capital Partners, LLC
|
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Atria Wealth Solutions, Inc.
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
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|
Warren Averett Asset Management, LLC
|
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|
Associated Banc-corp
|
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|
Walleye Capital LLC
|
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Ci Investments Inc.
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AdvisorShares Investments LLC
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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|
GDS Wealth Management
|
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CX Institutional
|
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Meyer Handelman Co
|
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Elevatus Welath Management
|
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
VestGen Advisors, LLC
|
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Gilman Hill Asset Management, LLC
|
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JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
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|
Aua Capital Management, Llc
|
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|
Gamco Investors, Inc. Et Al
|
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|
Mediolanum International Funds Ltd
|
|
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|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
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|
|
Synergy Financial Management, LLC
|
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|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
Johnson Financial Group, Inc.
|
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
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|
Cypress Asset Management Inc/tx
|
|
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|
|
Refined Wealth Management
|
|
|
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|
|
Retirement Income Solutions, Inc
|
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|
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|
|
Hourglass Capital, Llc
|
|
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|
Clifford Group, LLC
|
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|
Smallwood Wealth Investment Management, LLC
|
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|
Capital Investment Advisory Services, LLC
|
|
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|
Guardian Partners Inc.
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
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|
|
|
Arrow Financial Corp
|
|
|
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|
Perpetual Ltd
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
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|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
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|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Weitzel Financial Services, Inc.
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Carbahal Olsen Financial Services Group, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Enzi Wealth
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
TEKX - SSGA Active Trust - SPDR Galaxy Transformative Tech Accelerators ETF
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Cove Street Capital, LLC
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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|
M&t Bank Corp
|
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Painted Porch Advisors LLC
|
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Security National Bank
|
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FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
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|
Hilltop National Bank
|
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|
Mutual Of America Capital Management Llc
|
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|
Leo Wealth, LLC
|
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Pointe Capital Management LLC
|
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MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
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|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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|
MFA Wealth Services
|
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|
California State Teachers Retirement System
|
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|
Peddock Capital Advisors, Llc
|
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Colony Group, LLC
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|
Stephenson National Bank & Trust
|
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Alta Advisers Ltd
|
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Cranbrook Wealth Management, LLC
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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Waterloo Capital, L.P.
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
Paladin Wealth, LLC
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Wealthcare Advisory Partners LLC
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Vestmark Advisory Solutions, Inc.
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Gold Investment Management Ltd.
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Atlantic Trust, LLC
|
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Teachers Retirement System Of The State Of Kentucky
|
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Capital City Trust Co/fl
|
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Inceptionr Llc
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
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Oldfather Financial Services, LLC
|
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Capital Planning Advisors, LLC
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Blackrock Utility & Infrastructure Trust
|
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Assenagon Asset Management S.A.
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Prime Capital Investment Advisors, LLC
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Baader Bank INC
|
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Ironwood Investment Management Llc
|
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Applied Finance Capital Management, LLC
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Sheets Smith Wealth Management
|
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Fiduciary Family Office, Llc
|
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Lavaca Capital Llc
|
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Creekmur Asset Management LLC
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Evoke Wealth, Llc
|
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Balboa Wealth Partners
|
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Wealth Group, Ltd.
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
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Texas Permanent School Fund
|
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Strengthening Families & Communities, LLC
|
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JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
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Trust Investment Advisors
|
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|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
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|
Nierenberg Investment Management Company, Inc.
|
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Beacon Pointe Advisors, LLC
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
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|
Aureus Asset Management, LLC
|
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Nixon Peabody Trust Co
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
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Bigelow Investment Advisors, LLC
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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|
AA Financial Advisors, LLC
|
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Sunbeam Capital Management, LLC
|
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Mattson Financial Services, LLC
|
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Ethos Financial Group, LLC
|
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XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
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|
FineMark National Bank & Trust
|
|
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|
CFS Investment Advisory Services, LLC
|
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|
Meridian Wealth Advisors, LLC
|
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|
Scotia Capital Inc.
|
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Stableford Capital Ii Llc
|
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|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
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|
|
HHM Wealth Advisors, LLC
|
|
|
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|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
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|
|
Geneos Wealth Management Inc.
|
|
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|
|
Safeguard Investment Advisory Group, LLC
|
|
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|
AAFMAA Wealth Management & Trust LLC
|
|
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|
|
KBC Group NV
|
|
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|
|
Portland Global Advisors LLC
|
|
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|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Bouvel Investment Partners, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Quaero Capital S.A.
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Grand Wealth Management, Llc
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Eastover Investment Advisors LLC
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
|
Coatue Innovative Strategies Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
TORYX - RBB Fund Trust - Torray Fund
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Sirios Capital Management L P
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
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|
|
Lafayette Investments, Inc.
|
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|
David R. Rahn & Associates Inc.
|
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Northwest & Ethical Investments L.P.
|
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Intech Investment Management Llc
|
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|
Df Dent & Co Inc
|
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|
Weaver Capital Management LLC
|
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|
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|
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF
|
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|
Eastern Bank
|
|
|
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|
|
Intact Investment Management Inc.
|
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|
Garner Asset Management Corp
|
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|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
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|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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|
|
|
Coastline Trust Co
|
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|
|
Dumont & Blake Investment Advisors Llc
|
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|
Blue Chip Partners, Inc.
|
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|
Triad Wealth Partners, LLC
|
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|
HighTower Advisors, LLC
|
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|
LWM Advisory Services, LLC
|
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|
Czech National Bank
|
|
|
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|
Arvest Bank Trust Division
|
|
|
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|
Ellis Investment Partners, LLC
|
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|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
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|
LMR Partners LLP
|
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|
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|
National Asset Management, Inc.
|
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|
|
|
Canandaigua National Bank & Trust Co
|
|
|
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|
Whipplewood Advisors, LLC
|
|
|
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|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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|
|
|
|
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
Hughes Financial Services, LLC
|
|
|
|
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|
Hickory Point Bank & Trust
|
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|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
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|
SPX Equities Gestao de Recursos Ltda
|
|
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|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
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|
Macquarie Group Ltd
|
|
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|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
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|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
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|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
One Capital Management, LLC
|
|
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|
|
Clal Insurance Enterprises Holdings Ltd
|
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|
|
Farmers & Merchants Investments Inc
|
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|
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|
|
Catalina Capital Group, LLC
|
|
|
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|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
Silphium Asset Management Ltd
|
|
|
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|
|
Colonial Trust Advisors
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
SMLPX - Ultimus Managers Trust - Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Fractal Investments LLC
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Acadian Asset Management Llc
|
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|
Silvant Capital Management LLC
|
|
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|
Dimension Capital Management Llc
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
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|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
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|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
|
|
|
|
|
|
Symphony Financial Services, Inc.
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
Fifth Third Bancorp
|
|
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|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
HVAC - AdvisorShares Trust - AdvisorShares HVAC and Industrials ETF
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
BCS Wealth Management
|
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|
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|
|
Greenwood Capital Associates Llc
|
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|
Global Wealth Strategies & Associates
|
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|
|
Community Financial Services Group, LLC
|
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|
|
Lifeworks Advisors, LLC
|
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|
Daiwa Securities Group Inc.
|
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|
Rice Partnership, LLC
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
AXS Investments LLC
|
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|
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|
|
Wiley Bros.-aintree Capital, Llc
|
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|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
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|
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|
Ameritas Advisory Services, LLC
|
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|
Auxano Advisors, LLC
|
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|
|
|
|
Fisher Asset Management, LLC
|
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|
|
Orion Capital Management LLC
|
|
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|
|
|
BlackRock, Inc.
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
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|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
SSIFX - SATURNA INVESTMENT TRUST - Sextant International Fund Investor Shares
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
IBAT - iSHARES TRUST - iShares Energy Storage & Materials ETF
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
ZAP - Global X Funds - Global X U.S. Electrification ETF
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
SOLR - GUINNESS ATKINSON FUNDS - SmartETFs Sustainable Energy II ETF
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Penobscot Wealth Management
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Capasso Planning Partners LLC
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
SUPP - Engine No. 1 ETF Trust - Engine No. 1 Transform Supply Chain ETF
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Engine No. 1 Llc
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
CHAT - Tidal Trust II - Roundhill Generative AI & Technology ETF
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
PICTET BANK & TRUST Ltd
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Phocas Financial Corp.
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A
|
|
|
|
|
|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Flagstone Financial Management
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Headland Capital, LLC
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
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Virginia Retirement Systems Et Al
|
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Capital Investment Advisors, LLC
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WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
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Total Investment Management Inc
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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TFC Financial Management
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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Hendley & Co Inc
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Highland Capital Management, Llc
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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Formidable Asset Management, LLC
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IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
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AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
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Lyell Wealth Management, Lp
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Allegheny Financial Group LTD
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SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
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VGLSX - VALIC Co I - Global Strategy Fund
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Prelude Capital Management, Llc
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Highline Wealth Partners Llc
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Terra Alpha Investments LLC
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Empower Advisory Group, LLC
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Essex Savings Bank
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FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
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Cahaba Wealth Management, Inc.
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Iron Horse Wealth Management, LLC
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Avantax Advisory Services, Inc.
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HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
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Hartline Investment Corp/
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Kingsview Wealth Management, LLC
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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AE Wealth Management LLC
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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PDT Partners, LLC
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Transatlantique Private Wealth Llc
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Sage Private Wealth Group, Llc
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Sepio Capital, LP
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Apriem Advisors
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
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FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
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LM Advisors LLC
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
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JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
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EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
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FT Vest Total Return Income Fund: Series A4
|
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DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
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Advisor Group Holdings, Inc.
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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Rakuten Investment Management, Inc.
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CIBC Private Wealth Group, LLC
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Creative Capital Management Investments LLC
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Halbert Hargrove Global Advisors, Llc
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Reuter James Wealth Management, Llc
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Stratos Wealth Advisors, LLC
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Meadow Creek Wealth Advisors Llc
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First Affirmative Financial Network
|
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Gleason Group, Inc.
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Sofos Investments, Inc.
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LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
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Nia Impact Advisors, Llc
|
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
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Northern Financial Advisors Inc
|
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Laurel Wealth Advisors LLC
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Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
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1 North Wealth Services Llc
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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Midwest Professional Planners, LTD.
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Signaturefd, Llc
|
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Beese Fulmer Investment Management, Inc.
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Texas Capital Bank Wealth Management Services Inc
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AlTi Global, Inc.
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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Simmons Bank
|
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Noble Wealth Management PBC
|
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East Coast Asset Management, LLC.
|
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Bank Of Montreal /can/
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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Lowe Brockenbrough & Co Inc
|
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Scharf Investments, Llc
|
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Teamwork Financial Advisors, LLC
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Police & Firemen's Retirement System of New Jersey
|
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Robbins Farley Llc
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SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
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|
Kornitzer Capital Management Inc /ks
|
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Meridian Financial Partners LLC
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1620 Investment Advisors, Inc.
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Annis Gardner Whiting Capital Advisors, LLC
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Marco Investment Management Llc
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Choate Investment Advisors
|
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Verity & Verity, LLC
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
Murphy & Mullick Capital Management Corp
|
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GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
Nbc Securities, Inc.
|
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Cary Street Partners Financial Llc
|
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|
Dunhill Financial, LLC
|
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Viawealth, Llc
|
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MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
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|
Ellsworth Advisors, LLC
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
Dymon Asia Capital (singapore) Pte. Ltd.
|
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|
Stamos Capital Partners, L.p.
|
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|
ORG Wealth Partners, LLC
|
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|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
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|
|
Eagle Strategies LLC
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
Investment Management Corp of Ontario
|
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|
Korea Investment CORP
|
|
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|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
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|
|
|
Ti-trust, Inc
|
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|
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|
Cigna Investments Inc /new
|
|
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|
Bfsg, Llc
|
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|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
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|
|
|
Payden & Rygel
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
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|
|
Fiduciary Financial Group, Llc
|
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|
|
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|
Harvest Investment Advisors, LLC
|
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|
Managed Asset Portfolios, Llc
|
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|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
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|
|
Kentucky Trust Co
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
Two Point Capital Management, Inc.
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Albar Capital Partners LLP
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
GRID - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
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CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
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Vanguard Group Inc
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ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
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|
Stratos Wealth Partners, LTD.
|
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|
Treasurer of the State of North Carolina
|
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|
Berbice Capital Management LLC
|
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|
Shelton Capital Management
|
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Bill Few Associates, Inc.
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
Kimelman & Baird, LLC
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Palisade Asset Management, LLC
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Xponance, Inc.
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Old Second National Bank Of Aurora
|
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Azimuth Capital Investment Management LLC
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GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
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QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
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Maryland State Retirement & Pension System
|
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Wealth Enhancement Advisory Services, Llc
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Aaron Wealth Advisors LLC
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|
Gables Capital Management Inc.
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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Sagefield Capital LP
|
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Alpha Family Trust
|
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ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
Great Diamond Partners, LLC
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Parkside Financial Bank & Trust
|
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CBOE Vest Financial, LLC
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Advisory Resource Group
|
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Connable Office Inc
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Empire Financial Management Company, LLC
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Ocean Capital Management, LLC
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Good Life Advisors, LLC
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South Dakota Investment Council
|
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
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|
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|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
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|
Kentucky Retirement Systems
|
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|
Resurgent Financial Advisors LLC
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Great West Life Assurance Co /can/
|
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Resonant Capital Advisors, LLC
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Heritage Trust Co
|
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Hazlett, Burt & Watson, Inc.
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Spirepoint Private Client, Llc
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Crescent Grove Advisors, LLC
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Franklin Street Advisors Inc /nc
|
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Bailard, Inc.
|
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Keudell/Morrison Wealth Management
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
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Capital Insight Partners, Llc
|
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Deseret Mutual Benefit Administrators
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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CIBC Asset Management Inc
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Rhumbline Advisers
|
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BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
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BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
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Hunter Associates Investment Management Llc
|
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Moran Wealth Management, LLC
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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Rokos Capital Management LLP
|
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WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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Platform Technology Partners
|
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Kennondale Capital Management LLC
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Pensionmark Financial Group, Llc
|
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Northstar Financial Companies, Inc.
|
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Mizuho Securities Co. Ltd.
|
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
EFG Asset Management (North America) Corp.
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
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|
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|
Tema ETF Trust - Tema Electrification ETF
|
|
|
|
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|
Quadcap Wealth Management, LLC
|
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|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
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|
Parthenon Llc
|
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|
Spire Wealth Management
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
DiNuzzo Private Wealth, Inc.
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
Oak Harbor Wealth Partners, Llc
|
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|
Bank of New York Mellon Corp
|
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|
MAI Capital Management
|
|
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|
Breakwater Capital Group
|
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|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
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|
Sawyer & Company, Inc
|
|
|
|
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|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
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|
Boston Family Office Llc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
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|
|
|
Summit Trail Advisors, Llc
|
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|
|
|
|
Howland Capital Management Llc
|
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|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Avalon Global Asset Management LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Sanchez Wealth Management Group
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
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Schwartz Investment Counsel Inc
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
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|
Stock Portfolio - Stock Portfolio
|
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|
Hemington Wealth Management
|
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|
Institutional Investment Strategy Fund
|
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|
Advyzon Investment Management, LLC
|
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Manhattan West Asset Management, LLC
|
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|
Commonwealth Equity Services, Llc
|
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|
CIBC World Markets Inc.
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YANKCOM Partnership
|
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Tocqueville Asset Management L.p.
|
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Breed's Hill Capital LLC
|
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Td Private Client Wealth Llc
|
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|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
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|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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|
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
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|
Jones Financial Companies Lllp
|
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|
Cooper Financial Group
|
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|
Assetmark, Inc
|
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First Bancorp, Inc /ME/
|
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D.B. Root & Company, LLC
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|
Mechanics Financial Corp
|
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Confluence Wealth Services, Inc.
|
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Vermillion Wealth Management, Inc.
|
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|
GHP Investment Advisors, Inc.
|
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|
Federated Hermes, Inc.
|
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ARS Investment Partners, LLC
|
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FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
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|
Northwest Bancshares, Inc.
|
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Miller Financial Services LLC
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
Insight Advisors, LLC/ PA
|
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Patriot Financial Group Insurance Agency, LLC
|
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Capital Advisors Wealth Management, LLC
|
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Pathstone Holdings, LLC
|
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Red Tortoise LLC
|
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Blume Capital Management, Inc.
|
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Callan Capital, LLC
|
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Peak Asset Management, LLC
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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|
Clifford Swan Investment Counsel Llc
|
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|
Abel Hall, LLC
|
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Cambridge Financial Group, Inc.
|
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United Capital Financial Advisers, Llc
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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Nordwand Advisors, LLC
|
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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Bangor Savings Bank
|
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Knights of Columbus Asset Advisors LLC
|
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New York Life Investment Management Llc
|
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Quent Capital, LLC
|
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Trust Co
|
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|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
Sapient Capital Llc
|
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Access Investment Management LLC
|
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Greenleaf Trust
|
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EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
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|
Correct Capital Wealth Management
|
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TriaGen Wealth Management LLC
|
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|
Meeder Advisory Services, Inc.
|
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Bleakley Financial Group, LLC
|
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
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Scopus Asset Management, L.p.
|
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Horizons Wealth Management
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
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|
Empowered Funds, LLC
|
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|
Twin Tree Management, LP
|
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|
Tcw Group Inc
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
Burkett Financial Services, Llc
|
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|
Petros Family Wealth, LLC
|
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|
Moisand Fitzgerald Tamayo, LLC
|
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|
Cornerstone Planning Group LLC
|
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|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
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|
Emprise Bank
|
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|
Mbb Public Markets I Llc
|
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|
Wells Fargo & Company/mn
|
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|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
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|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
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|
|
|
BWM Planning, LLC
|
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|
|
FIL Ltd
|
|
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|
Paradigm Asset Management Co Llc
|
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Cetera Investment Advisers
|
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|
|
Retirement Systems of Alabama
|
|
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|
|
|
Zuckerman Investment Group, LLC
|
|
|
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|
|
Sonata Capital Group Inc
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Ayrshire Capital Management LLC
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
AMRGX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND Series One SERIES ONE CLASS D
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
|
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|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
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Alley Investment Management Company, LLC
|
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Herold Advisors, Inc.
|
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Eaton Vance Tax-managed Diversified Equity Income Fund
|
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|
Gotham Asset Management, LLC
|
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LMG Wealth Partners, LLC
|
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Willis Investment Counsel
|
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Aspire Growth Partners LLC
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Equitable Trust Co
|
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Norinchukin Bank, The
|
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Brown, Lisle/cummings, Inc.
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Ellevest, Inc.
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Enterprise Bank & Trust Co
|
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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Bridge Generations Wealth Management Llc
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Adirondack Trust Co
|
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First Commonwealth Financial Corp /pa/
|
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ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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Fortis Capital Management LLC
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TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
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Quotient Wealth Partners, LLC
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Ronald Blue Trust, Inc.
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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Mendel Capital Management LLC
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Lynch Asset Management, Inc.
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Financial Gravity Companies, Inc.
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Sachetta, LLC
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
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Concentric Capital Strategies, LP
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Probity Advisors, Inc.
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Middleton & Co Inc/ma
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Alberta Investment Management Corp
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FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
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AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
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Chicago Partners Investment Group LLC
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Centurion Wealth Management LLC
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California Public Employees Retirement System
|
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AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
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Horizon Kinetics Asset Management Llc
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Crews Bank & Trust
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GAAEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Alternative Energy Fund
|
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DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
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ARS Wealth Advisors Group, LLC
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Clear Creek Financial Management, LLC
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
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FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
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Redwood Park Advisors LLC
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Alpha Omega Wealth Management LLC
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Van Cleef Asset Management,Inc
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New Mexico Educational Retirement Board
|
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WealthBridge Investment Counsel Inc.
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Bruce G. Allen Investments, LLC
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Nisa Investment Advisors, Llc
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Glenview Trust Co
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Retirement Financial Solutions, Llc
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Caption Management, LLC
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Valued Wealth Advisors LLC
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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GAM Holding AG
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Supplemental Annuity Collective Trust of NJ
|
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PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF
|
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Caas Capital Management Lp
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Wellington Management Group Llp
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Morgan Stanley
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FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
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SCS Capital Management LLC
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MCF Advisors LLC
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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Evernest Financial Advisors, LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Jackson Square Capital, Llc
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MONECO Advisors, LLC
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von Borstel & Associates, Inc.
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JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6
|
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Weaver Consulting Group
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
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Wetherby Asset Management Inc
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
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Carnegie Capital Asset Management, LLC
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Berry Wealth Group, LP
|
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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BLPIX - Profunds - Bull Profund Investor Class
|
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
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|
Compass Wealth Management LLC
|
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Syverson Strege & Co
|
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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MorganRosel Wealth Management, LLC
|
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EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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Integrated Investment Consultants, LLC
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Washington Trust Advisors, Inc.
|
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CWS Financial Advisors, LLC
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Beacon Capital Management, LLC
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Genesis Private Wealth, Llc
|
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Consultiva Wealth Management, Corp.
|
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Legacy Wealth Managment, LLC/ID
|
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Prosperity Financial Group, Inc.
|
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PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
|
|
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|
Joule Financial, LLC
|
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|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
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|
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Leigh Baldwin & Co., Llc
|
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Plato Investment Management Ltd
|
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Perkins Coie Trust Co
|
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|
Intrust Bank Na
|
|
|
|
|
|
Chicago Capital, LLC
|
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|
Evolution Advisers, Inc.
|
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|
Bridges Investment Management Inc
|
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|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
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|
Tyler-Stone Wealth Management
|
|
|
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
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|
RFG Advisory, LLC
|
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|
Hengehold Capital Management Llc
|
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|
Marcum Wealth, LLC
|
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|
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|
Three Seasons Wealth, LLC
|
|
|
|
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|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
Davis Capital Management
|
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|
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|
Goldstone Financial Group, LLC
|
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|
Whittier Trust Co
|
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|
First Manhattan Co
|
|
|
|
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|
Financial Insights, Inc.
|
|
|
|
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
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|
Stokes Family Office, LLC
|
|
|
|
|
|
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A
|
|
|
|
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|
CogentBlue Wealth Advisors, LLC
|
|
|
|
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|
Mystic Asset Management, Inc.
|
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|
|
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|
Arthur M. Cohen & Associates, Llc
|
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|
Colonial River Wealth Management, LLC
|
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|
Sunpointe, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
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|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
First National Advisers, LLC
|
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|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
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|
Nadler Financial Group, Inc.
|
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|
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|
West Michigan Advisors, Llc
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
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|
Becker Capital Management Inc
|
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|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Belpointe Asset Management LLC
|
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|
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|
Schonfeld Strategic Advisors LLC
|
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|
|
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|
Rede Wealth, LLC
|
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|
|
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|
Krs Capital Management, Llc
|
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|
|
|
|
City State Bank
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
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|
|
|
|
Newbridge Financial Services Group, Inc.
|
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|
|
|
KP Management LLC
|
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|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
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|
Inlet Private Wealth, LLC
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
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|
1832 Asset Management L.P.
|
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|
Savant Capital, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
Militia Capital Partners, LP
|
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|
|
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|
Jacobsen Capital Management
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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|
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|
Susquehanna Fundamental Investments, Llc
|
|
|
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
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|
Public Sector Pension Investment Board
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Spring Capital Management, Llc
|
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|
Toth Financial Advisory Corp
|
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|
Hohimer Wealth Management, Llc
|
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|
|
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|
Cypress Capital, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Prospector Partners Llc
|
|
|
|
|
|
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
|
|
|
|
|
Gunderson Capital Management Inc.
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
BKCG - BNY Mellon ETF Trust II - BNY Mellon Concentrated Growth ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
Haverford Financial Services, Inc.
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
Bensler, LLC
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|
RiverGlades Family Offices LLC
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
Level Four Advisory Services, Llc
|
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|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
SageView Advisory Group, LLC
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
Journey Advisory Group, LLC
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Naples Global Advisors, Llc
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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|
Lummis Asset Management, LP
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BlackRock Capital Allocation Trust
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FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
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Childress Capital Advisors, Llc
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Vivaldi Capital Management, LLC
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Goldman Sachs Group Inc
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Tandem Wealth Advisors LLC
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Summitry Llc
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GM Advisory Group, Inc.
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FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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Wellington Shields Capital Management, LLC
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Atria Investments Llc
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Caitlin John, LLC
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FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
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Elo Mutual Pension Insurance Co
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Brown Financial Advisors
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Douglas Lane & Associates, LLC
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Landaas & Co /wi /adv
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Sagespring Wealth Partners, Llc
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Evermay Wealth Management Llc
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Deutsche Bank Ag\
|
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
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Patton Albertson Miller Group, Llc
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CAPROCK Group, Inc.
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OneAscent Financial Services LLC
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
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May Hill Capital, LLC
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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
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JB Capital LLC
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Carmignac Gestion
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Russell Investments Group, Ltd.
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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Barrett & Company, Inc.
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Vinva Investment Management Ltd
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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New Age Alpha Advisors, LLC
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McHugh Group, LLC
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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Red Cedar Investment Management, Llc
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Capital Advisors Inc/ok
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NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
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Isthmus Partners, Llc
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Van Hulzen Asset Management, LLC
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Vident Advisory, LLC
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QTR Family Wealth, LLC
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DekaBank Deutsche Girozentrale
|
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Bank of New Hampshire
|
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First Financial Bank - Trust Division
|
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
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Polar Capital Holdings Plc
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Beutel, Goodman & Co Ltd.
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Kanawha Capital Management Llc
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Bogart Wealth, LLC
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|
Sonora Investment Management Group, LLC
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South Plains Financial, Inc.
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Motco
|
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|
Westside Investment Management, Inc.
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Three Bridge Wealth Advisors, LLC
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|
Greatmark Investment Partners, Inc.
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Diversified Trust Co
|
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Compagnie Lombard Odier SCmA
|
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|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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|
Clark Capital Management Group, Inc.
|
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|
Mission Creek Capital Partners, Inc.
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|
BTC Capital Management, Inc.
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|
RMG Wealth Management LLC
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
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|
|
|
|
Mizuho Securities Usa Llc
|
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|
Lipe & Dalton
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
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|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
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|
Resources Management Corp /ct/ /adv
|
|
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|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
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|
|
|
|
Athena Investment Management
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
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|
|
|
|
Peterson Wealth Management
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
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|
|
|
|
PayPay Securities Corp
|
|
|
|
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|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
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|
|
|
|
Nwam Llc
|
|
|
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|
Selway Asset Management
|
|
|
|
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|
Papp L Roy & Associates
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Pinnbrook Capital Management Lp
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Locust Wood Capital Advisers, Llc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Munro Partners
|
|
|
|
|
|
Moody Aldrich Partners Llc
|
|
|
|
|
|
Gouws Capital LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
MOTO - GUINNESS ATKINSON FUNDS - SmartETFs Smart Transportation & Technology ETF
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
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True Wealth Design, LLC
|
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|
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|
Sigma Investment Counselors Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
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|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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|
Citizens Business Bank
|
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|
Allium Financial Advisors, Llc
|
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LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
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|
Gts Securities Llc
|
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|
Steel Peak Wealth Management LLC
|
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|
Rogco, Lp
|
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|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
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|
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
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|
Zimmer Partners, LP
|
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|
Oak Grove Capital LLC
|
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|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
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|
SoundView Advisors Inc.
|
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|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
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|
Turtle Creek Wealth Advisors, LLC
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|
Opulen Financial Group LLC
|
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Venturi Wealth Management, LLC
|
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|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
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|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
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|
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF
|
|
|
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Nomura Holdings Inc
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Harel Insurance Investments & Financial Services Ltd.
|
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Foster Dykema Cabot & Partners, Llc
|
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
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|
D.a. Davidson & Co.
|
|
|
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|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
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|
Mesirow Financial Investment Management, Inc.
|
|
|
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|
First Command Advisory Services, Inc.
|
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|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
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|
|
|
Five Oceans Advisors
|
|
|
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|
Castle Rock Wealth Management, LLC
|
|
|
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|
Amarillo National Bank
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
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|
TrueWealth Advisors, LLC
|
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|
Fox Hill Wealth Management
|
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Proquility Private Wealth Partners, LLC
|
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
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|
Continuum Advisory, LLC
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
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|
Bridgewater Advisors Inc.
|
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|
|
Veracity Capital LLC
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
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|
Transce3nd, LLC
|
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AMG National Trust Bank
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Joseph Group Capital Management
|
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|
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|
|
Impact Capital Partners LLC
|
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|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class
|
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|
High Probability Advisors, LLC
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
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|
|
Texas Yale Capital Corp.
|
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|
SOA Wealth Advisors, LLC.
|
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|
Old North State Trust, LLC
|
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|
Lighthouse Wealth Management Inc.
|
|
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|
Bright Financial Advisors, Inc.
|
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|
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|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
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|
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|
|
Cullinan Associates Inc
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Daner Wealth Management, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Covalis Capital Llp
|
|
|
|
|
|
ALTEX - FIRSTHAND FUNDS - Firsthand Alternative Energy Fund
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Advent Claymore Convertible Securities & Income Fund
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
AIFD - TCW ETF Trust - TCW Artificial Intelligence ETF
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
Anderson Financial Strategies, LLC
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Caldwell Trust Co
|
|
|
|
|
|
GSFP - Goldman Sachs ETF Trust - Goldman Sachs Future Planet Equity ETF
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Brueske Advisory Services, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Resolute Capital Asset Partners LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
Geometric Wealth Advisors
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Deltec Asset Management Llc
|
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Vivid Wealth Management, LLC
|
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Eliot Finkel Investment Counsel, LLC
|
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North Dallas Bank & Trust Co
|
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Atlantic Edge Private Wealth Management, LLC
|
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Perigon Wealth Management, LLC
|
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|
Pallas Capital Advisors LLC
|
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|
First Business Financial Services, Inc.
|
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|
Garde Capital, Inc.
|
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
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|
Gen-Wealth Partners Inc
|
|
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
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|
Mountain Pacific Investment Advisers Inc/id
|
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|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
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|
Speece Thorson Capital Group Inc
|
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Embree Financial Group
|
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|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
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|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
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|
SJS Investment Consulting Inc.
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Advocate Group Llc
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Mn Services Vermogensbeheer B.V.
|
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GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
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Avalon Trust Co
|
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Doheny Asset Management /ca
|
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MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
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|
Employees Retirement System of Texas
|
|
|
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|
Bedel Financial Consulting, Inc.
|
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|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
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Capstone Financial Advisors, Inc.
|
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
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Titleist Asset Management, Llc
|
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|
|
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SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
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FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
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|
Fiduciary Group LLC
|
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Cambridge Investment Research Advisors, Inc.
|
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APG Asset Management N.V.
|
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ROSS\JOHNSON & Associates LLC
|
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|
Paladin Advisory Group, LLC
|
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|
Premier Path Wealth Partners, LLC
|
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Harbor Capital Advisors, Inc.
|
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Retirement Planning Co of New England, Inc.
|
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Accel Wealth Management
|
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|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
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WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
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|
Marietta Investment Partners Llc
|
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|
RMR Wealth Builders
|
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|
Stephens Inc /ar/
|
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Profunds - Profund Vp Bull
|
|
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|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
TCTC Holdings, LLC
|
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|
E Fund Management Co., Ltd.
|
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Prasad Wealth Partners, LLC
|
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|
Summit Wealth Group Llc / Co
|
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Diversified Portfolios, Inc.
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
Mill Creek Capital Advisors, LLC
|
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|
Romano Brothers And Company
|
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Consilium Wealth Advisory, LLC
|
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180 Wealth Advisors, Llc
|
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Principle Wealth Partners Llc
|
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Financial Sense Advisors, Inc.
|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Pittenger & Anderson Inc
|
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|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
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|
Dearborn Partners Llc
|
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|
TCM Advisors, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
New England Research & Management, Inc.
|
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|
|
|
|
Crossmark Global Holdings, Inc.
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
|
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|
Chiron Capital Management, Llc
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
Cascade Wealth Advisors, Inc
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
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|
|
Davy Global Fund Management Ltd
|
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|
|
Fifth Third Wealth Advisors LLC
|
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|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
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|
|
|
Keebeck Wealth Management, LLC
|
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|
Shelton Wealth Management, Llc
|
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|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
One + One Wealth Management, Llc
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Truefg, Llc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
Northstar Asset Management Inc
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Arosa Capital Management LP
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Bornite Capital Management LP
|
|
|
|
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Koesten, Hirschmann & Crabtree, INC.
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1248 Management, LLC
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Tealwood Asset Management Inc
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
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TruNorth Capital Management, LLC
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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Ubs Asset Management Americas Inc
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F/M Investments LLC
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Oak Harvest Investment Services
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
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SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
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Mason & Associates Inc
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Sycomore Asset Management
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Perennial Investment Advisors, LLC
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Headlands Technologies LLC
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Indiana Trust & Investment Management CO
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WealthTrak Capital Management LLC
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Kathmere Capital Management, LLC
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MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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Gill Capital Partners, Llc
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
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IMG Wealth Management, Inc.
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Doliver Advisors, Lp
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Sequoia Financial Advisors, LLC
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Lakeridge Wealth Management LLC
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Broadway Wealth Solutions, Inc.
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Pegasus Asset Management, Inc.
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BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
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Public Employees Retirement Association Of Colorado
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Checchi Capital Advisers, LLC
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Bond & Devick Financial Network, Inc.
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TL Private Wealth
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
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Ironwood Investment Counsel, LLC
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Levin Capital Strategies, L.p.
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Comprehensive Financial Consultants Institutional, Inc.
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West Paces Advisors Inc.
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Trueblood Wealth Management, LLC
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Frank, Rimerman Advisors LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
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Tokio Marine Asset Management Co Ltd
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Whalerock Point Partners, Llc
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
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Enterprise Financial Services Corp
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Family Legacy, Inc.
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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Net Worth Advisory Group
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
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Ascent Group, LLC
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TOWER TRUST & INVESTMENT Co
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Nuveen S&p 500 Dynamic Overwrite Fund
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LGT Financial Advisors LLC
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Park Square Financial Group, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
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FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
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Diversified Enterprises, LLC
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IAM Advisory, LLC
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Sand Hill Global Advisors, LLC
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Founders Financial Securities Llc
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Cedar Wealth Management, LLC
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Strategic Advisors LLC
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
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St Germain D J Co Inc
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
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Plancorp, LLC
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
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HORAN Wealth, LLC
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Revisor Wealth Management LLC
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Sculati Wealth Management, LLC
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Bradley Foster & Sargent Inc/ct
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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Regions Financial Corp
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
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L2 Asset Management, LLC
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Investment Partners, Ltd.
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Central Pacific Bank - Trust Division
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Aster Capital Management (DIFC) Ltd
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Brasada Capital Management, Lp
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First County Bank /CT/
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Zrc Wealth Management, Llc
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Objective Capital Management, LLC
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Centaurus Financial, Inc.
|
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Bank Of America Corp /de/
|
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Citigroup Inc
|
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Riversedge Advisors, Llc
|
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NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
|
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Field & Main Bank
|
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Public Employees Retirement System Of Ohio
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