|
Global Trust Asset Management, LLC
|
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Mountain Hill Investment Partners Corp.
|
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Horizon Kinetics Asset Management Llc
|
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|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
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|
|
Purkiss Capital Advisors LLC
|
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|
Doliver Advisors, Lp
|
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|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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|
|
Ames National Corp
|
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|
DHJJ Financial Advisors, Ltd.
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|
Financial Management Professionals, Inc.
|
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|
Clear Harbor Asset Management, LLC
|
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|
Pekin Hardy Strauss, Inc.
|
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|
|
Federation des caisses Desjardins du Quebec
|
|
|
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|
|
DRW Securities, LLC
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
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|
Levin Capital Strategies, L.p.
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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Insigneo Advisory Services, Llc
|
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|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
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|
|
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|
Mpwm Advisory Solutions, Llc
|
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|
West Family Investments, Inc.
|
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|
Mathes Company, Inc.
|
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Traub Capital Management LLC
|
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|
Fisher Asset Management, LLC
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
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|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
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|
|
Edgestream Partners, L.P.
|
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|
Keel Point, LLC
|
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|
Longfellow Investment Management Co Llc
|
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|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
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|
|
|
SFE Investment Counsel
|
|
|
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
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|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class
|
|
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|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
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|
Fonville Wealth Management LLC
|
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|
|
Dimension Capital Management Llc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Bestgate Wealth Advisors, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
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|
|
Alteri Wealth LLC
|
|
|
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|
|
WNY Asset Management, LLC
|
|
|
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|
|
South Plains Financial, Inc.
|
|
|
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|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
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|
|
Vontobel Holding Ltd.
|
|
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|
Woodline Partners LP
|
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|
Pensionmark Financial Group, Llc
|
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|
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|
Ballast Advisors Llc
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Reik & Co., Llc
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
Kampmann Melissa S.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Runnymede Capital Advisors, Inc.
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar PitchBook Listed Private Equity Index Fund (A)
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Ironsides Asset Advisors, LLC
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Daner Wealth Management, LLC
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
New Vernon Investment Management Llc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Cannon Advisors, Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
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Riverview Capital Advisers, LLC
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Meketa Investment Group Inc /adv
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Advisor OS, LLC
|
|
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|
|
|
Cromwell Holdings LLC
|
|
|
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|
|
Strategic Advisors LLC
|
|
|
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|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
Centaurus Financial, Inc.
|
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|
Bleakley Financial Group, LLC
|
|
|
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|
Essex Financial Services, Inc.
|
|
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
LBJ Family Wealth Advisors, Ltd.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
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|
Concurrent Investment Advisors, LLC
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|
Prime Capital Investment Advisors, LLC
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ExodusPoint Capital Management, LP
|
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Aspiriant, Llc
|
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Aster Capital Management (DIFC) Ltd
|
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|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
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|
|
Continuum Advisory, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
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|
Dale Q Rice Investment Management Ltd
|
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|
Kanawha Capital Management Llc
|
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|
Wealth Alliance
|
|
|
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|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
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|
|
Old Second National Bank Of Aurora
|
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|
|
|
Kcm Investment Advisors Llc
|
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Graypoint LLC
|
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|
Janus Henderson Group Plc
|
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|
M3 Advisory Group, LLC
|
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|
Tiaa Trust, National Association
|
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|
BankPlus Wealth Management LLC
|
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|
Aft, Forsyth & Sober, LLC
|
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|
Metis Global Partners, LLC
|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
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|
Mascoma Wealth Management LLC
|
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|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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|
|
Certified Advisory Corp
|
|
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|
|
Optiver Holding B.V.
|
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|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Objective Capital Management, LLC
|
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|
|
Raiffeisen Bank International AG
|
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|
Douglas Lane & Associates, LLC
|
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|
Balboa Wealth Partners
|
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|
Williams Jones Wealth Management, LLC.
|
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|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Consolidated Investment Group LLC
|
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|
Virginia Wealth Management Group, Inc.
|
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Amundi
|
|
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|
Sather Financial Group Inc
|
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|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
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|
Axiom International Investors Llc /de
|
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|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
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|
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|
Woodward Diversified Capital, Llc
|
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|
Sanders Morris Harris Llc
|
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
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|
Canopy Partners, LLC
|
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|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
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|
New Hampshire Trust
|
|
|
|
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|
Bard Financial Services, Inc.
|
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|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Heirloom Wealth Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
Partners Group Private Equity (master Fund), Llc
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
APCM Wealth Management for Individuals
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Heard Capital LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Enstar Group LTD
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
Kahn Brothers Group Inc /de/
|
|
|
|
|
|
Penbrook Management LLC
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
Landmark Investment Partners, L.p.
|
|
|
|
|
|
JBR Co Financial Management Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
EHP Funds Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Adapt Wealth Advisors, Llc
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
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Summit X, LLC
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IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
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Norinchukin Bank, The
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Modus Advisors, LLC
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JNBA Financial Advisors
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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Coastal Bridge Advisors, LLC
|
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Skandinaviska Enskilda Banken AB (publ)
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Calamos Wealth Management LLC
|
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Bfsg, Llc
|
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Citizens & Northern Corp
|
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Citadel Advisors Llc
|
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Acorn Wealth Advisors, LLC
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Prescott Group Capital Management, L.l.c.
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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Parsons Capital Management Inc/ri
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Westwood Holdings Group Inc
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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Lakeshore Capital Group, Inc.
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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Stuart Chaussee & Associates, Inc.
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Fundamentun, Llc
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Millstone Evans Group, LLC
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National Asset Management, Inc.
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Wills Financial Group LLC
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LM Advisors LLC
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Perigon Wealth Management, LLC
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Strategic Investment Solutions, Inc. /IL
|
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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PineBridge Investments, L.P.
|
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Promus Capital, LLC
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MKT Advisors LLC
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Grassi Investment Management
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Bmc Fund Inc
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PFG Investments, LLC
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Glen Eagle Advisors, LLC
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
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Golden State Wealth Management, LLC
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Archon Partners LLC
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Divergent Planning, LLC
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
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RiverPark Advisors, LLC
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Second Line Capital, LLC
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Simplex Trading, Llc
|
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Franklin Street Advisors Inc /nc
|
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Harold Davidson & Associates Inc.
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First Heartland Consultants, Inc.
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Capital Advisors, Ltd. LLC
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Ensign Peak Advisors, Inc
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Hantz Financial Services, Inc.
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Manchester Capital Management LLC
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Cullen Investment Group, Ltd.
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First Financial Corp /in/
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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Osprey Private Wealth LLC
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Beta Wealth Group, Inc.
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Port Capital LLC
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Creegan & Nassoura Financial Group, LLC
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Scarborough Advisors, LLC
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Pinnacle Financial Partners Inc
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Bourgeon Capital Management Llc
|
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Cross Staff Investments Inc
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Ellevest, Inc.
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Cerro Pacific Wealth Advisors LLC
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Ancora Advisors, LLC
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Dynamic Advisor Solutions LLC
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Marshall & Sterling Wealth Advisors Inc.
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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Tradition Wealth Management, LLC
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Mosaic Financial Group, Llc
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Principal Securities, Inc.
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Ameritas Advisory Services, LLC
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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Smart Portfolios, LLC
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Foster Victor Wealth Advisors, LLC
|
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First Trust Advisors Lp
|
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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Financial Advisory Service, Inc.
|
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Standard Life Aberdeen plc
|
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Prudential Financial Inc
|
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Stiles Financial Services Inc
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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|
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Aureus Asset Management, LLC
|
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TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
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LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
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AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
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|
Fjell Capital, LLC
|
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Quotient Wealth Partners, LLC
|
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|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
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|
Citizens Financial Group Inc/ri
|
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Jaffetilchin Investment Partners, LLC
|
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|
Waldron Private Wealth LLC
|
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|
Beacon Investment Advisory Services, Inc.
|
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Aquatic Capital Management LLC
|
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|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
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|
Riversedge Advisors, Llc
|
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FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
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|
Senvest Management, LLC
|
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|
Fiduciary Group LLC
|
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|
Moloney Securities Asset Management, LLC
|
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|
Foster Dykema Cabot & Partners, Llc
|
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|
Centiva Capital, LP
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
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|
Dunhill Financial, LLC
|
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|
Tcw Group Inc
|
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|
Brookwood Investment Group LLC
|
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|
Change Path, LLC
|
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|
Maltin Wealth Management, Inc.
|
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|
West Branch Capital LLC
|
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|
Argonautica Private Wealth Management, Inc
|
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|
Rialto Wealth Management, LLC
|
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|
Sandy Cove Advisors, LLC
|
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|
|
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|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
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|
RMG Wealth Management LLC
|
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|
Atlanta Consulting Group Advisors, LLC
|
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|
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|
Alta Advisers Ltd
|
|
|
|
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|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
TORYX - RBB Fund Trust - Torray Fund
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Koa Wealth Management, LLC
|
|
|
|
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|
Park Edge Advisors, LLC
|
|
|
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
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|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
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|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
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|
Maryland State Retirement & Pension System
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
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|
BigSur Wealth Management LLC
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
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|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
AlTi Global, Inc.
|
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|
|
|
|
Capital Square, LLC
|
|
|
|
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|
Atomi Financial Group, Inc.
|
|
|
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
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|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
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|
M&G Plc
|
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|
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|
Ausdal Financial Partners, Inc.
|
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|
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|
Arlington Trust Co LLC
|
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|
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|
Welch Capital Partners Llc/ny
|
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|
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|
Relyea Zuckerberg Hanson LLC
|
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|
|
|
|
Dupont Capital Management Corp
|
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|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
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|
Crestwood Advisors Group LLC
|
|
|
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Culbertson A N & Co Inc
|
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|
|
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|
Cresset Asset Management, LLC
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
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|
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|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
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|
|
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|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
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|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Udine Wealth Management, Inc.
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Partners Group Holding AG
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
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|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
MetLife Investment Management, LLC
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|
TFB Advisors LLC
|
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|
IMG Wealth Management, Inc.
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AllSquare Wealth Management LLC
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|
Rise Advisors, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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|
Rational Advisors Llc
|
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BankPlus Trust Department
|
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|
DJE Kapital AG
|
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JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
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|
Keybank National Association/oh
|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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|
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|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
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|
Smithfield Trust Co
|
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|
Community Bank & Trust, Waco, Texas
|
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|
Grandview Asset Management LLC
|
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|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
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|
Means Investment Co., Inc.
|
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Supplemental Annuity Collective Trust of NJ
|
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|
Y.D. More Investments Ltd
|
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|
CIBC Private Wealth Group, LLC
|
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|
Compass Ion Advisors, LLC
|
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|
Catalytic Wealth RIA, LLC
|
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|
Augustine Asset Management Inc
|
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|
Cranbrook Wealth Management, LLC
|
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|
Kilter Group LLC
|
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|
Reliant Investment Partners, LLC
|
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|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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|
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|
|
Rakuten Securities, Inc.
|
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|
D'Orazio & Associates, Inc.
|
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|
|
Rhumbline Advisers
|
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|
Checchi Capital Advisers, LLC
|
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|
Johnson Investment Counsel Inc
|
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|
|
PSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Global Listed Private Equity ETF
|
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|
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|
Capital City Trust Co/fl
|
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|
Huntington National Bank
|
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Seelaus Asset Management LLC
|
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Oliver Lagore Vanvalin Investment Group
|
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Darlington Partners Capital Management, Lp
|
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|
Matrix Private Capital Group Llc
|
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|
ARS Investment Partners, LLC
|
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|
Farther Finance Advisors, LLC
|
|
|
|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
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|
Calton & Associates, Inc.
|
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Citizens National Bank Trust Department
|
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|
Select Asset Management & Trust
|
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Provenance Wealth Advisors, LLC
|
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|
Farmers & Merchants Trust Co of Long Beach
|
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|
1620 Investment Advisors, Inc.
|
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|
Armstrong, Fleming & Moore, Inc
|
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|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
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|
Transform Wealth, LLC
|
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|
R Squared Ltd
|
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Pinnacle Bancorp, Inc.
|
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W Advisors, Llc
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
Colonial River Wealth Management, LLC
|
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|
Wellington Shields Capital Management, LLC
|
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|
RMR Wealth Builders
|
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|
Synovus Financial Corp
|
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|
Commerce Bank
|
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|
L & S Advisors Inc
|
|
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|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
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|
Integral Investment Advisors, Inc.
|
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Resources Management Corp /ct/ /adv
|
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|
Rossby Financial, LCC
|
|
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|
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|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Krilogy Financial LLC
|
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|
|
Plancorp, LLC
|
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|
Beaumont Financial Advisors, LLC
|
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|
Cottage Street Advisors LLC
|
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|
S&t Bank/pa
|
|
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|
|
Retirement Planning Co of New England, Inc.
|
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|
Harbour Trust & Investment Management Co
|
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|
Ostrum Asset Management
|
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|
Mark Asset Management Lp
|
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|
Groupama Asset Managment
|
|
|
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|
Renaissance Investment Group LLC
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Walnut Private Equity Partners, Llc
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
MEFOX - Ultimus Managers Trust - Meehan Focus Fund
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
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|
|
VeraBank, N.A.
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
BMPEX - FORUM FUNDS - Beck, Mack & Oliver Partners Fund
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Covey Capital Advisors, LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares
|
|
|
|
|
|
Knott David M Jr
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Canal Capital Management, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
Gallagher Capital Advisors, LLC
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
|
|
|
|
|
Conway Capital Management, Inc.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Somerset Group LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Shay Capital LLC
|
|
|
|
|
|
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
X-Square Capital, LLC
|
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|
Sone Capital Management, LLC
|
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|
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|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
Riggs Asset Managment Co. Inc.
|
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|
Parkworth Wealth Management, Inc.
|
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|
Perennial Advisors, LLC
|
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
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|
|
|
|
Quaker Wealth Management, LLC
|
|
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|
Boreal Capital Management LLC
|
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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|
Redhawk Wealth Advisors, Inc.
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|
Axa S.a.
|
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Trifecta Capital Advisors, LLC
|
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|
Primark Private Equity Investments Fund
|
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|
Aspetuck Financial Management LLC
|
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|
Davidson Kahn Capital Management, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
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|
Cookson Peirce & Co Inc
|
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|
|
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|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
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|
Prentice Wealth Management LLC
|
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|
Zwj Investment Counsel Inc
|
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|
Advyzon Investment Management, LLC
|
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|
Donald L. Hagan, LLC
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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|
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|
Laffer Investments
|
|
|
|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Country Club Bank /gfn
|
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|
|
|
Berbice Capital Management LLC
|
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|
Gerber Kawasaki Wealth & Investment Management
|
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|
Addison Advisors LLC
|
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|
Gridiron Partners, LLC
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
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|
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|
Equitable Trust Co
|
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
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|
Canton Hathaway, LLC
|
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|
Wealth Architects, LLC
|
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|
Burns J W & Co Inc/ny
|
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|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
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|
Oxford Financial Group Ltd
|
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|
Wealthspire Advisors, LLC
|
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IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
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|
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|
Smith, Moore & Co.
|
|
|
|
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|
JFG Wealth Management, LLC
|
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|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
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|
Total Investment Management Inc
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
Cullinan Associates Inc
|
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Nicolet Advisory Services, Llc
|
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Limestone Investment Advisors LP
|
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|
Dana Investment Advisors, Inc.
|
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Rexford Capital Inc
|
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|
Quantbot Technologies LP
|
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|
UMA Financial Services, Inc.
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
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|
|
Atala Financial Inc
|
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|
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|
Jamison Private Wealth Management, Inc.
|
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|
Lee Financial Co
|
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|
|
Samalin Investment Counsel, LLC
|
|
|
|
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|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Quantinno Capital Management LP
|
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|
Polar Capital Holdings Plc
|
|
|
|
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|
Segment Wealth Management, LLC
|
|
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|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
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|
|
|
|
Abacus Planning Group, Inc.
|
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|
|
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|
Capstone Investment Advisors, Llc
|
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|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Fairway Private Equity & Venture Capital Opportunities Fund
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
SurgoCap Partners LP
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Presidio Capital Management, LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Summit Partners Public Asset Management, Llc
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Ayrshire Capital Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Riverpark Capital Management Llc
|
|
|
|
|
|
Members Advisory Group LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
First Trust Specialty Finance & Financial Opportunities Fund
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Brogan Financial, Inc.
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Westwood Wealth Management
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Grove Street Fiduciary, LLC
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Ithaka Group Llc
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
PACK Private Wealth, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Vienna Asset Management LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Lincoln Capital Corp
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
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Private Capital Advisors, Inc.
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Clear Creek Financial Management, LLC
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Belpointe Asset Management LLC
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
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Adage Capital Partners Gp, L.l.c.
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Silvercrest Asset Management Group Llc
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LOM Asset Management Ltd
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Stifel Financial Corp
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Fairscale Capital, LLC
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KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
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Neuberger Berman Group LLC
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
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Capital International Investors
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Lord, Abbett & Co. Llc
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Atlas Legacy Advisors, LLC
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Regions Financial Corp
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Tealwood Asset Management Inc
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
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Fragasso Group Inc.
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Cyrus J. Lawrence, LLC
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Sabal Trust CO
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Valley National Advisers Inc
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Blodgett Wealth Advisors, Llc
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Bank OZK
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
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Harbor Asset Planning, Inc.
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Painted Porch Advisors LLC
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AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
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ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares
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Cassaday & Co Wealth Management LLC
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Compagnie Lombard Odier SCmA
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Western Pacific Wealth Management, LP
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OMERS ADMINISTRATION Corp
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Pacific Center for Financial Services
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Country Trust Bank
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South Dakota Investment Council
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Middleton & Co Inc/ma
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Fayez Sarofim & Co
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Carnegie Lake Advisors LLC
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Wealth Advisory Solutions, LLC
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Harmony Asset Management Llc
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Charles Schwab Investment Management Inc
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Innovator ETFs Trust - Innovator Equity Managed Floor ETF
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Wambolt & Associates, LLC
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Chicago Partners Investment Group LLC
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Evermay Wealth Management Llc
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Financial Network Wealth Advisors LLC
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Mitchell & Pahl Private Wealth, Llc
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CI Private Wealth, LLC
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AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I
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Us Bancorp \de\
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BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund
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Fortis Capital Advisors, LLC
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Huntleigh Advisors, Inc.
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
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Eastern Bank
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
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Burney Co/
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Bienville Capital Management, LLC
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Trust Point Inc.
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
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SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
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Credit Industriel Et Commercial
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Clarkston Capital Partners, LLC
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
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TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
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E&G Advisors, LP
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Toroso Investments, LLC
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
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Boston Family Office Llc
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ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
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Pingora Partners LLC
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Soundwatch Capital LLC
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Herold Advisors, Inc.
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TD Capital Management LLC
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Hopwood Financial Services, Inc.
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Voya Investment Management Llc
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McAdam, LLC
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Moors & Cabot, Inc.
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
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Doheny Asset Management /ca
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
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Rockefeller Capital Management L.P.
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RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I
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Csenge Advisory Group
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Spears Abacus Advisors LLC
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Kentucky Retirement Systems
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Barclays Plc
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
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Elo Mutual Pension Insurance Co
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YANKCOM Partnership
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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Calamos Advisors LLC
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Private Wealth Management Group, LLC
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HAP Trading, LLC
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Rockland Trust Co
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Tower View Investment Management & Research LLC
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Taylor Financial Group, Inc.
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Credential Qtrade Securities Inc.
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Islay Capital Management, Llc
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Trueblood Wealth Management, LLC
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Armstrong Advisory Group, Inc
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LRI Investments, LLC
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Orion Capital Management LLC
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Regal Investment Advisors LLC
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Blue Bell Private Wealth Management, Llc
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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Davis Investment Partners, LLC
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Capital Group Investment Management Pte. Ltd.
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CENTRAL TRUST Co
|
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Sfmg, Llc
|
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Pin Oak Investment Advisors Inc
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Moneta Group Investment Advisors Llc
|
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Kathmere Capital Management, LLC
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Oak Hill Wealth Advisors, Llc
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WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
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|
Alpine Bank Wealth Management
|
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Torray Llc
|
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Aviance Capital Partners, LLC
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FIL Ltd
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JustInvest LLC
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FORA Capital, LLC
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|
Principal Financial Group Inc
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Diversify Advisory Services, LLC
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LFA - Lugano Financial Advisors SA
|
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Indiana Trust & Investment Management CO
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First Command Advisory Services, Inc.
|
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First National Bank Sioux Falls
|
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Exchange Traded Concepts, Llc
|
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Susquehanna International Group, Llp
|
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Proathlete Wealth Management Llc
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M&t Bank Corp
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Mufg Securities Americas Inc.
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Hrt Financial Lp
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1st Source Bank
|
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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|
Haverford Trust Co
|
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|
Delta Financial Advisors Llc
|
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Diligent Investors, LLC
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FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
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|
MFA Wealth Services
|
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|
Sage Rhino Capital Llc
|
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|
Kozak & Associates, Inc.
|
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|
Baltimore-Washington Financial Advisors, Inc.
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
Comprehensive Financial Planning, Inc./PA
|
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|
Mount Yale Investment Advisors, LLC
|
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|
Pnc Financial Services Group, Inc.
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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|
BCU Wealth Advisors, LLC
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
Qvr Llc
|
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|
XML Financial, LLC
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|
Lansforsakringar Fondforvaltning AB (publ)
|
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|
Highlander Partners, L.P.
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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|
Gold Investment Management Ltd.
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|
Wulff, Hansen & Co.
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|
Resona Asset Management Co.,Ltd.
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|
Northwestern Mutual Investment Management Company, Llc
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|
Independence Bank of Kentucky
|
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|
Pictet & Cie (Europe) SA
|
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|
Boothbay Fund Management, Llc
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|
Zions Bancorporation, National Association /ut/
|
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|
Corton Capital Inc.
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|
Westside Investment Management, Inc.
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Cura Wealth Advisors, Llc
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|
Stephenson National Bank & Trust
|
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|
Sterling Investment Advisors, Ltd.
|
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|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
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|
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|
Octavia Wealth Advisors, LLC
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|
Penserra Capital Management LLC
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|
Birch Hill Investment Advisors LLC
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|
Kimelman & Baird, LLC
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|
Cigna Investments Inc /new
|
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|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
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|
Comprehensive Money Management Services LLC
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
Scotia Capital Inc.
|
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|
Channel Wealth Llc
|
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|
Plante Moran Financial Advisors, LLC
|
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|
Loomis Sayles & Co L P
|
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|
Zacks Investment Management
|
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|
Seacrest Wealth Management, Llc
|
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|
Verum Partners LLC
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|
Capital Planning Advisors, LLC
|
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|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
Foguth Wealth Management, LLC.
|
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Park Avenue Securities Llc
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
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|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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|
Integrated Wealth Concepts LLC
|
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|
Perpetual Ltd
|
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|
Legal & General Group Plc
|
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Foundation Wealth Management, LLC\PA
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|
Evoke Wealth, Llc
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
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|
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|
Salem Investment Counselors Inc
|
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|
Delos Wealth Advisors, LLC
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|
Siemens Fonds Invest GmbH
|
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|
Wealthcare Advisory Partners LLC
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|
Allianz Se
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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|
Merit Financial Group, LLC
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|
Quest Investment Management Llc
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|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
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|
Mbb Public Markets I Llc
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|
Latash Investments, LLC
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|
Massmutual Trust Co Fsb/adv
|
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|
Dagco, Inc.
|
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|
Ariston Services Group
|
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|
Chung Wu Investment Group, LLC
|
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|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
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|
D L Carlson Investment Group Inc
|
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|
Moody National Bank Trust Division
|
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|
GSG Advisors LLC
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|
Silicon Valley Capital Partners
|
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|
Aspen Grove Capital, LLC
|
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|
Beaird Harris Wealth Management, LLC
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|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
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|
Trust Co Of Vermont
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
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|
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|
Corient IA LLC
|
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|
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|
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
|
|
|
|
|
|
Old Mission Capital Llc
|
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|
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|
Panagora Asset Management Inc
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
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|
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|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
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|
Smith Anglin Financial, LLC
|
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|
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|
Creative Financial Designs Inc /adv
|
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|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
JRM Investment Counsel, LLC
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
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|
Stamos Capital Partners, L.p.
|
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|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
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|
WoodTrust Financial Corp
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
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|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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|
|
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|
OMNI 360 Wealth, Inc.
|
|
|
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|
All Terrain Financial Advisors, LLC
|
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|
|
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|
Bellwether Advisors, LLC
|
|
|
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|
one8zero8, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
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|
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|
Whittier Trust Co Of Nevada Inc
|
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Lindbrook Capital, Llc
|
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Kovack Advisors, Inc.
|
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|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
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|
Grove Bank & Trust
|
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|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
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|
Versant Capital Management, Inc
|
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|
|
|
|
Rheos Capital Works Inc.
|
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|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
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|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
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|
EFG Asset Management (North America) Corp.
|
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|
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|
Hardin Capital Partners, LLC
|
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|
Bank Of Nova Scotia
|
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|
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|
|
Sei Investments Co
|
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|
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MCF Advisors LLC
|
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|
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|
Advisors Capital Management, LLC
|
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|
Account Management LLC
|
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|
Global Assets Advisory, LLC
|
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|
Steward Partners Investment Advisory, Llc
|
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|
|
Accel Wealth Management
|
|
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|
Tranquility Partners, LLC
|
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|
Stelac Advisory Services LLC
|
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|
|
Washington Trust Advisors, Inc.
|
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|
Total Wealth Planning & Management, Inc.
|
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|
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|
Goldman Sachs Group Inc
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
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|
Renasant Bank
|
|
|
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|
Trillium Asset Management, Llc
|
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|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
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|
|
|
Garde Capital, Inc.
|
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|
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|
|
John & Kathleen Schreiber Foundation
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
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|
Laurion Capital Management LP
|
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|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Cravens & Co Advisors, LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
Randolph Co Inc
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Lgt Capital Partners Ltd.
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
ABIG - EA Series Trust - Argent Large Cap ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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|
|
|
|
Crews Bank & Trust
|
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|
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|
Sovran Advisors, LLC
|
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|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
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|
Intrua Financial, LLC
|
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|
Angeles Wealth Management, Llc
|
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|
Western Financial Corp/CA
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
Nicolet Bankshares Inc
|
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|
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|
Hilltop Holdings Inc.
|
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|
Tyche Wealth Partners LLC
|
|
|
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|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
Adell Harriman & Carpenter Inc
|
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|
New York Life Investment Management Llc
|
|
|
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|
Asset Advisors Investment Management, LLC
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
New Millennium Group LLC
|
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|
SBI Securities Co., Ltd.
|
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|
Colonial Trust Advisors
|
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|
Great Lakes Advisors, Llc
|
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|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
Connors Investor Services Inc
|
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|
Chevy Chase Trust Holdings, Inc.
|
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|
One Capital Management, LLC
|
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|
Pittenger & Anderson Inc
|
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|
Clearwater Capital Advisors, LLC
|
|
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|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
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|
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|
DiNuzzo Private Wealth, Inc.
|
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|
IMC-Chicago, LLC
|
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|
CarsonAllaria Wealth Management, Ltd.
|
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|
Hager Investment Management Services, Llc
|
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|
IFC Advisors LLC
|
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|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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|
|
|
|
Lionshead Wealth Management, LLC
|
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|
|
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|
Oxbow Advisors, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Valued Retirements, Inc.
|
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|
|
|
NCM Capital Management, LLC
|
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|
Argent Capital Management Llc
|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
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|
Bnp Paribas Arbitrage, Sa
|
|
|
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|
|
Emprise Bank
|
|
|
|
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|
Markel Corp
|
|
|
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
44 Wealth Management Llc
|
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|
Stock Yards Bank & Trust Co
|
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|
Hazlett, Burt & Watson, Inc.
|
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|
NewEdge Wealth, LLC
|
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|
Beacon Pointe Advisors, LLC
|
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|
DecisionPoint Financial, LLC
|
|
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|
Vishria Bird Financial Group, LLC
|
|
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|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
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|
|
|
Mayflower Financial Advisors, LLC
|
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|
Mission Wealth Management, Lp
|
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|
EPG Wealth Management LLC
|
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|
MBM Wealth Consultants, LLC
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Perbak Capital Partners LLP
|
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|
|
|
Hilton Capital Management, LLC
|
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|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Dover Advisors, Llc
|
|
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|
Legacy Financial Advisors, Inc.
|
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|
Brinker Capital Investments, LLC
|
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|
Gables Capital Management Inc.
|
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|
IFG Advisory, LLC
|
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|
Man Group plc
|
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Charter Trust Co
|
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|
Hemington Wealth Management
|
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|
Trust Co
|
|
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|
Cheviot Value Management, LLC
|
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|
Private Trust Co Na
|
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|
Creekmur Asset Management LLC
|
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|
Ar Asset Management Inc
|
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|
Salomon & Ludwin, LLC
|
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|
Pallas Capital Advisors LLC
|
|
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|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
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|
|
Ethic Inc.
|
|
|
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|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Bleichroeder LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Herbst Group, Llc
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
Cathy Pareto & Associates, Inc
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Privium Fund Management (UK) Ltd
|
|
|
|
|
|
Perissos Private Wealth Management, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Avory & Company, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
CAPTX - Capitol Series Trust - Canterbury Portfolio Thermostat Fund Institutional Shares
|
|
|
|
|
|
VAUGHAN & Co SECURITIES, INC.
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Pennington Partners & Co., Llc
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
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|
Vestmark Advisory Solutions, Inc.
|
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|
Argent Trust Co
|
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|
|
Venture Visionary Partners LLC
|
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|
|
GPZ - VanEck ETF Trust - VanEck Alternative Asset Manager ETF
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
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|
|
Curated Wealth Partners LLC
|
|
|
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|
|
Daiwa Securities Group Inc.
|
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|
|
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
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|
GAMMA Investing LLC
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
BOS Asset Management, LLC
|
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|
Mediolanum International Funds Ltd
|
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|
Wolff Financial Management Llc
|
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|
Symmetry Peak Management Llc
|
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|
NEOS Investment Management LLC
|
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|
J.w. Cole Advisors, Inc.
|
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|
Cornerstone Wealth Management, LLC
|
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|
Private Wealth Partners, LLC
|
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|
Gilman Hill Asset Management, LLC
|
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|
Selective Wealth Management, Inc.
|
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|
George Kaiser Family Foundation
|
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|
Vista Capital Partners, Inc.
|
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|
Conning Inc.
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Asset Dedication, LLC
|
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|
Accuvest Global Advisors
|
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|
Iron Financial, LLC
|
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PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
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|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
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|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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|
Oppenheimer Asset Management Inc.
|
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|
Schwarz Dygos Wheeler Investment Advisors Llc
|
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|
Soltis Investment Advisors LLC
|
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|
Kingsview Wealth Management, LLC
|
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|
|
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|
Banque Cantonale Vaudoise
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
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|
Walker Asset Management, LLC
|
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|
Empirical Finance, LLC
|
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|
Bridgewater Advisors Inc.
|
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|
Cambridge Advisors Inc.
|
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|
Coordinated Financial Services, Inc./CO
|
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|
Tower Research Capital LLC (TRC)
|
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|
Elwood & Goetz Wealth Advisory Group, LLC
|
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|
ICONIQ Capital, LLC
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
Orca Wealth Management, LLC
|
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|
Palacios Wealth Management, LLC
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
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|
Leo Wealth, LLC
|
|
|
|
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|
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
FSA Wealth Management LLC
|
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|
|
Brighton Jones Llc
|
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|
Fortress Private Ledger, Llc
|
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|
Great West Life Assurance Co /can/
|
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|
Autumn Glory Partners, LLC
|
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|
Guinness Asset Management LTD
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
Evelyn Partners Investment Management LLP
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
Foundations Investment Advisors, LLC
|
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|
Baker Avenue Asset Management, LP
|
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|
Advantage Trust Co
|
|
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|
Absolute Capital Management, LLC
|
|
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|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
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|
Tsfg, Llc
|
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|
Destination Wealth Management
|
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|
Syon Capital Llc
|
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|
Garden State Investment Advisory Services LLC
|
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|
Main Street Group, LTD
|
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|
Investors Research Corp
|
|
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|
Wealth Advisors of Tampa Bay, LLC
|
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|
MidWestOne Financial Group, Inc.
|
|
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|
Smart Money Group LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Nicholas Company, Inc.
|
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|
|
|
|
Rakuten Investment Management, Inc.
|
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|
|
Avantax Planning Partners, Inc.
|
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|
|
|
|
United Bank
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Hofer & Associates. Inc
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Forefront Wealth Management Inc.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
Steamboat Capital Partners, LLC
|
|
|
|
|
|
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Capital Management Associates /ny/
|
|
|
|
|
|
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
LBO - EA Series Trust - WHITEWOLF Publicly Listed Private Equity ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Centerpoint Advisory Group
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Trace Wealth Advisors, LLC
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
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|
|
|
|
United Community Bank
|
|
|
|
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|
Southland Equity Partners LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
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|
Mesirow Financial Investment Management, Inc.
|
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|
Avestar Capital, LLC
|
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|
Nvwm, Llc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
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|
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|
|
Marco Investment Management Llc
|
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|
Twin Tree Management, LP
|
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|
Integrated Advisors Network LLC
|
|
|
|
|
|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Fortem Financial Group, Llc
|
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|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
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|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
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|
|
|
|
Bradley Foster & Sargent Inc/ct
|
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|
|
|
Inscription Capital, LLC
|
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|
|
|
|
Skopos Labs, Inc.
|
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|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
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|
|
Highland Capital Management, Llc
|
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|
Atria Wealth Solutions, Inc.
|
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|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
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|
Am Investment Strategies Llc
|
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|
One Madison Group Llc
|
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|
Schroder Investment Management Group
|
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|
Thomas Story & Son Llc
|
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|
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|
Carmel Capital Partners, LLC
|
|
|
|
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|
Bnp Paribas
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
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|
Brown Advisory Inc
|
|
|
|
|
|
Beaumont Asset Management, L.L.C.
|
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|
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|
Hedeker Wealth, LLC
|
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|
|
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|
Caxton Associates Llp
|
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|
BluePath Capital Management, LLC
|
|
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|
Fft Wealth Management Llc
|
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|
IMA Wealth, Inc.
|
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|
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|
Sage Mountain Advisors LLC
|
|
|
|
|
|
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
|
|
|
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|
|
Equitable Holdings, Inc.
|
|
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|
LVZ Advisors, Inc.
|
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|
Cooper Financial Group
|
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|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
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|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
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|
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|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
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|
Balyasny Asset Management Llc
|
|
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|
|
SOUTH STATE Corp
|
|
|
|
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|
Buckingham Strategic Partners
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
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|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
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|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Moody Aldrich Partners Llc
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Blue Investment Partners LLC
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
11 Capital Partners LP
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Samjo Management, LLC
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Headland Capital, LLC
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Clay Northam Wealth Management, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Shikiar Asset Management Inc
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
City Of London Investment Management Co Ltd
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Element Pointe Advisors, Llc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Madison Park Capital Advisors, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
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Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
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Tenere Capital LLC
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WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
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Sit Investment Associates Inc
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Mercer Global Advisors Inc /adv
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Connor, Clark & Lunn Investment Management Ltd.
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Sequoia Financial Advisors, LLC
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StrongBox Wealth, LLC
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TOWER TRUST & INVESTMENT Co
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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Retirement Systems of Alabama
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Altus Wealth Group LLC
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BW Gestao de Investimentos Ltda.
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Nomura Asset Management Co Ltd
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Millennium Management Llc
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
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RB Capital Management, LLC
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Yousif Capital Management, Llc
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Atlas Capital Advisors Llc
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Brown Brothers Harriman & Co
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Essex Savings Bank
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Avanza Fonder AB
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Royal Fund Management, LLC
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Bernardo Wealth Planning LLC
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O'shaughnessy Asset Management, Llc
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Mayfair Advisory Group, LLC
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Welch Group, LLC
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
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Bennett Selby Investments Lp
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Mason & Associates Inc
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Berkeley Capital Partners, LLC
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Healthcare Of Ontario Pension Plan Trust Fund
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WFA Asset Management Corp
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Alaethes Wealth LLC
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JTC Employer Solutions Trusteee Ltd
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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HBK Sorce Advisory LLC
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Meeder Advisory Services, Inc.
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Pictet North America Advisors SA
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LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
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Cryder Capital Partners LLP
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Hughes Financial Services, LLC
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Evelyn Partners Asset Management Ltd
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Madison Asset Management, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
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Hills Bank & Trust Co
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Atalanta Sosnoff Capital, Llc
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Bragg Financial Advisors, Inc
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Saiph Capital, LLC
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VCULX - VALIC Co I - Growth Fund
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Sippican Capital Advisors
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
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CFVLX - COMMERCE FUNDS - The Value Fund Shares
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Sierra Ocean, Llc
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Qube Research & Technologies Ltd
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Mcdaniel Terry & Co
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Mowery & Schoenfeld Wealth Management, LLC
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Kerusso Capital Management LLC
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RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
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Mattson Financial Services, LLC
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Ellis Investment Partners, LLC
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Code Waechter LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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Shepherd Financial Partners LLC
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RFG Advisory, LLC
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American Assets Capital Advisers, LLC
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
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Sumitomo Life Insurance Co
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Kids Capital Management, L.p.
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Verdence Capital Advisors LLC
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HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
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Pennsylvania Capital Management Inc /adv
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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SlateStone Wealth, LLC
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Macquarie Group Ltd
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Comerica Bank
|
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Swedbank AB
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Joel Isaacson & Co., LLC
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Group One Trading, L.p.
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PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
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Blue Zone Wealth Advisors, LLC
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Liberty All Star Equity Fund
|
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Cynosure Management, Llc
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Harvest Investment Advisors, LLC
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Flagship Harbor Advisors, Llc
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Twinbeech Capital Lp
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Wimmer Associates 1, Llc
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PFG Private Wealth Management, LLC
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IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
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Proficio Capital Partners LLC
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Red Door Wealth Management, LLC
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Thompson Davis & Co., Inc.
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Canvas Wealth Advisors, LLC
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
ProVise Management Group, LLC
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Diversified Portfolios, Inc.
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Fort Washington Investment Advisors Inc /oh/
|
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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|
Annex Advisory Services, LLC
|
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Quest Partners LLC
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|
Kellett Schaffner Wealth Advisors LLC
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|
Sargent Investment Group, LLC
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|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
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|
Gillespie Robinson & Grimm Inc
|
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|
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|
|
NWF Advisory Services Inc.
|
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|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
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|
First American Trust, Fsb
|
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|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
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|
|
Stenger Family Office, LLC
|
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|
|
|
|
Profund Advisors Llc
|
|
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|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
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|
Kesler, Norman & Wride, LLC
|
|
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|
Pinnacle West Asset Management, Inc.
|
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|
Partners Capital Investment Group, Llp
|
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|
Pacitti Group Inc.
|
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|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Syntax Research, Inc.
|
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|
Blankinship & Foster, LLC
|
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|
Grange Capital, LLC
|
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|
HighTower Advisors, LLC
|
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|
|
Korea Investment CORP
|
|
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|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
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|
Parkside Financial Bank & Trust
|
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|
