|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
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|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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|
K.J. Harrison & Partners Inc
|
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|
Glen Eagle Advisors, LLC
|
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|
Twin Peaks Wealth Advisors, LLC
|
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|
Royal Bank Of Canada
|
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|
Curio Wealth, Llc
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
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|
Godsey & Gibb Associates
|
|
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
|
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|
Profunds - Profund Vp Ultrabull
|
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|
NEOS Investment Management LLC
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|
Heritage Trust Co
|
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Voya Financial Advisors, Inc.
|
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|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
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Symphony Financial, Ltd. Co.
|
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Equitable Holdings, Inc.
|
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JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
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|
Morangie Management LLC
|
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Millstone Evans Group, LLC
|
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SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
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|
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|
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF
|
|
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|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
NITE - Capitol Series Trust - The Nightview Fund
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
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Cunning Capital Partners, LP
|
|
|
|
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|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
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|
RMB Capital Management, LLC
|
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|
Livelsberger Financial Advisory
|
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|
Fourth Dimension Wealth, LLC
|
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|
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Osborne Partners Capital Management, Llc
|
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|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
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|
RiverFront Investment Group, LLC
|
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|
|
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Ewa, Llc
|
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CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
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|
Davidson Investment Advisors
|
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|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
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|
Phillips Wealth Planners LLC
|
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|
|
Bay Harbor Wealth Management, LLC
|
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|
Wedbush Securities Inc
|
|
|
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|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Cheviot Value Management, LLC
|
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|
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|
|
Nova Wealth Management, Inc.
|
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|
SGL Investment Advisors, Inc.
|
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|
McLean Asset Management Corp
|
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|
Aprio Wealth Management, LLC
|
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|
Brandywine Global Investment Management, LLC
|
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|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
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|
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|
Greystone Financial Group, LLC
|
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|
Your Advocates Ltd., LLP
|
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|
Lazard Asset Management Llc
|
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
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Metis Global Partners, LLC
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
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|
BancorpSouth Bank
|
|
|
|
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|
Prepared Retirement Institute LLC
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
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|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
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|
|
Independence Bank of Kentucky
|
|
|
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|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
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|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
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|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Shaker Investments Llc/oh
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Salzhauer Michael
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Bridger Management, Llc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Financial Advisory Partners, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Sterling Financial Group, Inc.
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Motco
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Baugh & Associates, LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
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|
Moisand Fitzgerald Tamayo, LLC
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
Access Investment Management LLC
|
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|
Cornerstone Wealth Group, LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
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|
Total Investment Management Inc
|
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|
Winton Capital Group Ltd
|
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Rathbone Brothers plc
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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|
Somerset Trust Co
|
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|
Redwood Park Advisors LLC
|
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|
Pitcairn Co
|
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|
Hodges Capital Management Inc.
|
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|
Princeton Global Asset Management LLC
|
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Laffer Investments
|
|
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Profunds - Profund Vp Large-cap Growth
|
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|
111 Capital
|
|
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|
Wealthspire Advisors, LLC
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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Vestcor Inc
|
|
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AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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|
Tsfg, Llc
|
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SkyOak Wealth, LLC
|
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Purkiss Capital Advisors LLC
|
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Capital Markets Trading UK LLP
|
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AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
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Capital Group Investment Management Pte. Ltd.
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TFC Financial Management
|
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AlphaStar Capital Management, LLC
|
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Strategic Financial Services, Inc,
|
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Piscataqua Savings Bank
|
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
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True Wealth Design, LLC
|
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Truist Financial Corp
|
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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Sig Brokerage, Lp
|
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McElhenny Sheffield Capital Management, LLC
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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|
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|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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|
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|
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
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BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
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Colonial Trust Co / SC
|
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RMR Wealth Builders
|
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Hartford Financial Management Inc.
|
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Silverlake Wealth Management Llc
|
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Dana Investment Advisors, Inc.
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Mml Investors Services, Llc
|
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L.m. Kohn & Company
|
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JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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Beta Wealth Group, Inc.
|
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SG Americas Securities, LLC
|
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Byrne Asset Management LLC
|
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HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Bank of Jackson Hole Trust
|
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Garda Capital Partners Lp
|
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Atomi Financial Group, Inc.
|
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Van Strum & Towne Inc.
|
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Lavaca Capital Llc
|
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Integrated Investment Consultants, LLC
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
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|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
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|
Lyell Wealth Management, Lp
|
|
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|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
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|
|
Asset Management One Co., Ltd.
|
|
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|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF
|
|
|
|
|
|
Edgestream Partners, L.P.
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
Great West Life Assurance Co /can/
|
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|
|
Asio Capital, LLC
|
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|
Gabelli Equity Trust Inc
|
|
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|
|
bLong Financial, LLC
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
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|
|
Diversified Trust Co
|
|
|
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|
|
Glenview Trust Co
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
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|
|
Scholtz & Company, Llc
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Cooksen Wealth, LLC
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Greenhaven Associates Inc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Reston Wealth Management Llc
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF
|
|
|
|
|
|
Nbw Capital Llc
|
|
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Fusion Capital, LLC
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
Roberts Capital Advisors, LLC
|
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|
Rockefeller Capital Management L.P.
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Signaturefd, Llc
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Allegheny Financial Group LTD
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Woodmont Investment Counsel Llc
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Cable Hill Partners, LLC
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Hamilton Capital, LLC
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|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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|
Plante Moran Financial Advisors, LLC
|
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|
Banque Transatlantique SA
|
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|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
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|
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A
|
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|
Union Bancaire Privee, UBP SA
|
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Apollon Wealth Management, LLC
|
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|
TCI Wealth Advisors, Inc.
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
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|
Headlands Technologies LLC
|
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|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
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|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
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Revolve Wealth Partners, LLC
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Beacon Capital Management, LLC
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AlphaCore Capital LLC
|
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FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
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|
Rocky Mountain Advisers, Llc
|
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|
Sherman Asset Management, Inc.
|
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Townsquare Capital Llc
|
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SOL Capital Management CO
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
Banco Santander, S.A.
|
|
|
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MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
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|
Citizens National Bank Trust Department
|
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Crews Bank & Trust
|
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Allium Financial Advisors, Llc
|
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Williams Jones Wealth Management, LLC.
|
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BluePath Capital Management, LLC
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
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|
Gulf International Bank (UK) Ltd
|
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United Capital Financial Advisers, Llc
|
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Vicus Capital
|
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|
Meadow Creek Wealth Advisors Llc
|
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Lane & Associates LLC
|
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Global Retirement Partners, LLC
|
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Brave Asset Management Inc
|
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Toronto Dominion Bank
|
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Carolina Wealth Advisors, LLC
|
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|
Hantz Financial Services, Inc.
|
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|
D'Orazio & Associates, Inc.
|
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Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
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|
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|
Autumn Glory Partners, LLC
|
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Aegon Asset Management Uk Plc
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
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|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
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|
Cherry Tree Wealth Management, LLC
|
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|
Covenant Asset Management, LLC
|
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Crestwood Advisors Group LLC
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
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|
Crossmark Global Holdings, Inc.
|
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VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
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|
|
|
Cullinan Associates Inc
|
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|
Transce3nd, LLC
|
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Mutual Of America Capital Management Llc
|
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Point72 Europe (London) LLP
|
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PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
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|
Stifel Financial Corp
|
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
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|
Tiemann Investment Advisors, Llc
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
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|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
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|
Willner & Heller, Llc
|
|
|
|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
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|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
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|
|
|
UBS Group AG
|
|
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|
River Wealth Advisors LLC
|
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|
Howard Capital Management Inc.
|
|
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|
Howe & Rusling Inc
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Objective Capital Management, LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Carlson Capital L P
|
|
|
|
|
|
Bmc Fund Inc
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A
|
|
|
|
|
|
Yardley Wealth Management LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Enhanced Short-Term Bond ETF
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
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|
Visionary Wealth Advisors
|
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|
PFG Advisors
|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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|
Rational Advisors Llc
|
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BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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|
Bayesian Capital Management, LP
|
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Alerus Financial Na
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Assenagon Asset Management S.A.
|
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|
Supplemental Annuity Collective Trust of NJ
|
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|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
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|
Penobscot Investment Management Company, Inc.
|
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|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
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Schechter Investment Advisors, LLC
|
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PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
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Verition Fund Management LLC
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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USS Investment Management Ltd
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Wallace Advisory Group, LLC
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CCOR - Listed Funds Trust - Core Alternative ETF
|
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Quadcap Wealth Management, LLC
|
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Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
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|
Sabal Trust CO
|
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Gladstone Institutional Advisory LLC
|
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NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
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Ausdal Financial Partners, Inc.
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Golden State Wealth Management, LLC
|
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Oppenheimer & Co Inc
|
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First Bank & Trust
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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United Bank
|
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Scotia Capital Inc.
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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D. E. Shaw & Co., Inc.
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Colonial Trust Advisors
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Treasurer of the State of North Carolina
|
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Kingswood Wealth Advisors, Llc
|
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JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
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SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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Landscape Capital Management, L.l.c.
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
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HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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White Pine Investment CO
|
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Clough Capital Partners L P
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Easterly Investment Partners Llc
|
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Fifth Third Wealth Advisors LLC
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Varma Mutual Pension Insurance Co
|
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Capital International Sarl
|
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Allianz Se
|
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Interactive Financial Advisors
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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William B. Walkup & Associates, Inc.
|
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Hallmark Capital Management Inc
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Armis Advisers, LLC
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Kessler Investment Group, LLC
|
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Berry Wealth Group, LP
|
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Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
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|
Premier Path Wealth Partners, LLC
|
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|
Prudent Man Advisors, LLC
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Lokken Investment Group LLC
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Franklin Resources Inc
|
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Longfellow Investment Management Co Llc
|
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FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
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|
Argus Investors' Counsel, Inc.
|
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Vestmark Advisory Solutions, Inc.
|
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Pineridge Advisors LLC
|
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|
McNamara Financial Services, Inc.
|
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PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
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|
Precedent Wealth Partners, Llc
|
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Bellwether Advisors, LLC
|
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JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I
|
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|
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class
|
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JB Capital LLC
|
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|
Corsair Capital Management, L.p.
|
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IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
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|
Park Avenue Securities Llc
|
|
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|
Beacon Financial Group
|
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|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
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|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
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|
Bedel Financial Consulting, Inc.
|
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|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
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|
New England Research & Management, Inc.
|
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
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|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Kearns & Associates LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF
|
|
|
|
|
|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
eCIO, Inc.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Absolute Gestao de Investimentos Ltda.
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
PMYRX - Victory Portfolios IV - Victory Pioneer Equity Premium Income Fund Class Y
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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|
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Wesbanco Bank Inc
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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Rossby Financial, LCC
|
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CMT Capital Markets Trading GmbH
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Traphagen Investment Advisors Llc
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Ritholtz Wealth Management
|
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CBIZ Investment Advisory Services, LLC
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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Illinois Municipal Retirement Fund
|
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|
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Puff Wealth Management, Llc
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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Cfm Wealth Partners Llc
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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TD Waterhouse Canada Inc.
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Nvwm, Llc
|
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MainStreet Investment Advisors LLC
|
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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|
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
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|
Advisors Capital Management, LLC
|
|
|
|
|
|
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T
|
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|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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Howland Capital Management Llc
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De Lisle Partners LLP
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Bank of New Hampshire
|
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OneAscent Family Office, LLC
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Constitution Capital LLC
|
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Flagship Harbor Advisors, Llc
|
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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Gold Investment Management Ltd.
|
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Mechanics Financial Corp
|
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Frisch Financial Group, Inc.
|
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
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Legacy Capital Wealth Partners, LLC
|
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|
New Mexico Educational Retirement Board
|
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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Td Private Client Wealth Llc
|
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Nexus Investment Management ULC
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
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|
Semmax Financial Advisors Inc.
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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|
Alliance Wealth Advisors, LLC
|
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Signature Resources Capital Management, LLC
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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Valmark Advisers, Inc.
|
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VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
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Tower Research Capital LLC (TRC)
|
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|
Beacon Pointe Advisors, LLC
|
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Centerpoint Advisors, LLC
|
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Ashford Capital Management Inc
|
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Standard Life Aberdeen plc
|
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West Branch Capital LLC
|
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IAG Wealth Partners, LLC
|
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EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
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GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
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Northcape Wealth Management, Llc
|
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Great Lakes Advisors, Llc
|
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MTCGX - M FUND INC - M Large Cap Growth Fund
|
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AssuredPartners Investment Advisors, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
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|
Matthew Goff Investment Advisor, LLC
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
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|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
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GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
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|
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|
Keel Point, LLC
|
|
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|
Red Door Wealth Management, LLC
|
|
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|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
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|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
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|
|
Paradigm Asset Management Co Llc
|
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|
Spartan Planning & Wealth Management
|
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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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|
Transcend Wealth Collective, Llc
|
|
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|
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|
Bessemer Group Inc
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
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|
Red Wave Investments LLC
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Burney Co/
|
|
|
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Dymon Asia Capital (singapore) Pte. Ltd.
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Master's Wealth Management Inc.
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Cypress Financial Planning Llc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
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VGLSX - VALIC Co I - Global Strategy Fund
|
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|
Bank Of Nova Scotia Trust Co
|
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|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
AMF Pensionsforsakring AB
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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FT Vest Hedged Equity Income Fund: Series A4
|
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|
Warwick Investment Management, Inc.
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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Greenleaf Trust
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
McAdam, LLC
|
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Steel Peak Wealth Management LLC
|
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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White Pine Capital Llc
|
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Janney Montgomery Scott LLC
|
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Covea Finance
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
Arcataur Capital Management LLC
|
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SageView Advisory Group, LLC
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First County Bank /CT/
|
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Charles Schwab Trust Co
|
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DekaBank Deutsche Girozentrale
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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Iowa State Bank
|
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Entruity Wealth, LLC
|
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Texas Capital Bancshares Inc/tx
|
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Amplius Wealth Advisors, LLC
|
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UYG - PROSHARES TRUST - ProShares Ultra Financials
|
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Mariner, LLC
|
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Long Run Wealth Advisors, LLC
|
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SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
Pallas Capital Advisors LLC
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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TCG Advisory Services, LLC
|
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Johnson Financial Group, Inc.
|
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Close Asset Management Ltd
|
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Baron Wealth Management LLC
|
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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Advisory Alpha, LLC
|
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Canton Hathaway, LLC
|
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Team Financial Group, LLC
|
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
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Bell & Brown Wealth Advisors, Llc
|
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Five Oceans Advisors
|
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Simplicity Wealth,LLC
|
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Baldwin Investment Management, LLC
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
Everence Capital Management Inc
|
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Aspect Partners, LLC
|
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TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
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|
MCF Advisors LLC
|
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Freestone Capital Holdings, LLC
|
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Oakworth Capital, Inc.
|
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PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
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|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
|
|
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
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|
Dunhill Financial, LLC
|
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Leeward Financial Partners, LLC
|
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BTG Pactual Asset Management US LLC
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
Institutional Investment Strategy Fund
|
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Hager Investment Management Services, Llc
|
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ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
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|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
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Cyndeo Wealth Partners, LLC
|
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Captrust Financial Advisors
|
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Umb Bank N A/mo
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
RVW Wealth, LLC
|
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|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
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|
GeoWealth Management, LLC
|
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Pure Financial Advisors, Inc.
|
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DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
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|
LPL Financial LLC
|
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|
RMG Wealth Management LLC
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
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|
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|
Blueshift Asset Management, LLC
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
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|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
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|
|
Smith, Salley & Associates
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
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|
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|
Robertson Stephens Wealth Management, LLC
|
|
|
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|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
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|
Advyzon Investment Management, LLC
|
|
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|
Texas Yale Capital Corp.
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
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|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
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|
|
|
|
Strs Ohio
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Chicago Wealth Management, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
HECO - SSGA Active Trust - SPDR Galaxy Hedged Digital Asset Ecosystem ETF
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Kingsman Wealth Management, Inc.
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Socorro Asset Management LP
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
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|
Cantor Fitzgerald, L. P.
|
|
|
|
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|
Berger Financial Group, Inc
|
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|
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|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Darden Wealth Group Inc
|
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|
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|
Charter Capital Management, LLC\DE
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|
Texas Bank & Trust Co
|
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|
Gifford Fong Associates
|
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|
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|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
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|
Howard Financial Services, Ltd.
|
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|
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
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|
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|
Childress Capital Advisors, Llc
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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|
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|
Point72 Asset Management, L.P.
|
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|
Delta Asset Management Llc/tn
|
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|
FLC Capital Advisors
|
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|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
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|
J2 Capital Management Inc
|
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|
Maltin Wealth Management, Inc.
|
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|
Apella Capital, LLC
|
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|
Masso Torrence Wealth Management Inc.
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|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
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|
|
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|
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
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|
Qrg Capital Management, Inc.
|
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|
Birch Hill Investment Advisors LLC
|
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|
|
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|
Patton Albertson Miller Group, Llc
|
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|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
|
|
|
Sippican Capital Advisors
|
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|
|
|
|
AdvisorNet Financial, Inc
|
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|
|
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|
Waters Parkerson & Co., Llc
|
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|
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|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Lincluden Management Ltd
|
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|
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|
Ibex Wealth Advisors
|
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|
|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
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|
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|
LifeWealth Investments, LLC
|
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|
Dakota Wealth Management
|
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|
IMC-Chicago, LLC
|
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|
Lmcg Investments, Llc
|
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|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
Merrion Investment Management Co, LLC
|
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|
Coastal Investment Advisors, Inc.
|
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|
Maryland Capital Advisors Inc.
|
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|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
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|
|
|
|
Means Investment Co., Inc.
|
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|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
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|
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|
Per Stirling Capital Management, LLC.
|
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|
Kingstone Capital Partners Texas, LLC
|
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|
Pinnacle Bancorp, Inc.
|
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|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
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|
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|
Shell Asset Management Co
|
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|
Lsv Asset Management
|
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|
Holistic Financial Partners
|
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|
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|
Hudson Bay Capital Management LP
|
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|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Graphene Investments SAS
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Robotti Robert
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
GWSAX - Gabelli Equity Series Funds Inc - The Gabelli Focus Five Fund Class A
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Worm Capital, Llc
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Mitsubishi Ufj Financial Group Inc
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
MAVF - EA Series Trust - Matrix Advisors Value ETF
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Verum Partners LLC
|
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|
|
|
|
Daymark Wealth Partners, Llc
|
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|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
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|
|
West Family Investments, Inc.
|
|
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Valley Financial Group, Inc.
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
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|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
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|
Sittner & Nelson, Llc
|
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|
Eubel Brady & Suttman Asset Management Inc
|
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|
Hourglass Capital, Llc
|
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First Manhattan Co
|
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Birchbrook, Inc.
|
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Candriam Luxembourg S.C.A.
|
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Fifth Third Bancorp
|
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|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
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|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
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|
Groupe la Francaise
|
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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|
IAI - iSHARES TRUST - iShares U.S. Broker-Dealers & Securities Exchanges ETF
|
|
|
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|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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|
ProVise Management Group, LLC
|
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|
Police & Firemen's Retirement System of New Jersey
|
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|
Envestnet Asset Management Inc
|
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|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
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|
Evolution Wealth Advisors, LLC
|
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|
Retirement Systems of Alabama
|
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|
Handelsbanken Fonder AB
|
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Waddell & Associates, Llc
|
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|
Teewinot Capital Advisers, L.L.C.
|
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IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
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|
D.a. Davidson & Co.
|
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|
|
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|
Beacon Investment Advisory Services, Inc.
|
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|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
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|
Bnp Paribas Arbitrage, Sa
|
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|
Cullen/frost Bankers, Inc.
|
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|
Regions Financial Corp
|
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Natixis Advisors, L.p.
|
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Waterfront Wealth Inc.
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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|
Norden Group Llc
|
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Perfromance Wealth Partners, LLC
|
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|
Legacy Capital Group California, Inc.
|
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|
Sanibel Captiva Trust Company, Inc.
|
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DnB Asset Management AS
|
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Gibraltar Capital Management, Inc.
|
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Westside Investment Management, Inc.
|
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Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
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|
Oddo Bhf Asset Management Sas
|
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|
Centaurus Financial, Inc.
|
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|
Sculati Wealth Management, LLC
|
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|
Larson Financial Group LLC
|
|
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|
Kodai Capital Management LP
|
|
|
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|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
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|
|
Essex Financial Services, Inc.
|
|
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|
Eastern Bank
|
|
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|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
|
Focus Financial Network, Inc.
|
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|
Arlington Trust Co LLC
|
|
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|
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|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
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|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Tepp RIA, LLC
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a)
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
Dimension Capital Management Llc
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
|
|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
DCM Advisors, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
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|
Provenance Wealth Advisors, LLC
|
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|
Secure Asset Management, LLC
|
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|
Kennedy Investment Group
|
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|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
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|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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|
CWS Financial Advisors, LLC
|
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|
Camden National Bank
|
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|
Fmr Llc
|
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|
IFG Advisors, LLC
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|
Seacrest Wealth Management, Llc
|
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|
Alteri Wealth LLC
|
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|
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|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
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|
Stratos Wealth Partners, LTD.
|
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|
Arizona State Retirement System
|
|
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
Profund Advisors Llc
|
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|
Skopos Labs, Inc.
|
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|
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|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
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|
Pines Wealth Management, LLC
|
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|
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|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
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|
Sandy Cove Advisors, LLC
|
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|
Auxano Advisors, LLC
|
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|
Clear Harbor Asset Management, LLC
|
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First Pacific Financial
|
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|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
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|
|
DECO - SSGA Active Trust - SPDR Galaxy Digital Asset Ecosystem ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
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|
|
Bridgewater Advisors Inc.
|
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|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
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|
Horizon Investments, LLC
|
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|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
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|
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|
|
Lvm Capital Management Ltd/mi
|
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|
First National Corp /ma/ /adv
|
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|
D L Carlson Investment Group Inc
|
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|
Optiver Holding B.V.
|
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Calamos Long/Short Equity & Dynamic Income Trust
|
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|
PineBridge Investments, L.P.
|
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|
Navis Wealth Advisors, LLC
|
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|
Kovack Advisors, Inc.
|
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|
Polymer Capital Management (US) LLC
|
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|
Black Swift Group, LLC
|
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|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
|
Calamos Advisors LLC
|
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|
Buffington Mohr McNeal
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
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|
B. Metzler seel. Sohn & Co. AG
|
|
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|
Chatham Capital Group, Inc.
|
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|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
Bull Street Advisors, LLC
|
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|
|
Sheaff Brock Investment Advisors, LLC
|
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|
Strait & Sound Wealth Management LLC
|
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|
FJ Capital Management LLC
|
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|
Keystone Financial Group
|
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|
Austin Private Wealth, LLC
|
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|
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|
Reik & Co., Llc
|
|
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|
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|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
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|
|
Contravisory Investment Management, Inc.
|
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|
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|
|
Hancock Whitney Corp
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Focused Investors LLC
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Grunden Financial Advisory, Inc.
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Decatur Capital Management, Inc.
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Delphi Management Inc /ma/
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
Washington Trust Bank
|
|
|
|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Fwl Investment Management, Llc
|
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MWA Asset Management
|
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BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
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|
Victory Capital Management Inc
|
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|
Barometer Capital Management Inc.
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|
Pittenger & Anderson Inc
|
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Diligent Investors, LLC
|
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Private Trust Co Na
|
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|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
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|
Krilogy Financial LLC
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
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|
Ubs Asset Management Americas Inc
|
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Resources Investment Advisors, LLC.
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Palisades Hudson Asset Management, L.P.
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
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|
Mediolanum International Funds Ltd
|
|
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Roble, Belko & Company, Inc
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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|
Boyd Wealth Management, LLC
|
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Palacios Wealth Management, LLC
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CAPROCK Group, Inc.
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Park Edge Advisors, LLC
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BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
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|
Integrated Advisors Network LLC
|
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Crawford Investment Counsel Inc
|
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Park Place Capital Corp
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TCTC Holdings, LLC
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Wellington Shields Capital Management, LLC
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Pennsylvania Capital Management Inc /adv
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Riverbend Wealth Management, LLC
|
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Atlantic Union Bankshares Corp
|
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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Mesirow Financial Investment Management, Inc.
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Qsemble Capital Management, LP
|
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Integrated Wealth Concepts LLC
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SlateStone Wealth, LLC
|
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Capital Investment Advisory Services, LLC
|
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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Pekin Hardy Strauss, Inc.
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Groupama Asset Managment
|
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Moser Wealth Advisors, LLC
|
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Sound Income Strategies, LLC
|
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Cetera Trust Company, N.A
|
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Canandaigua National Bank & Trust Co
|
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LGT Financial Advisors LLC
|
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HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
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|
Lowe Brockenbrough & Co Inc
|
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FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Clifford Group, LLC
|
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Nbc Securities, Inc.
|
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Capital Performance Advisors Llp
|
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California State Teachers Retirement System
|
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Capital Investment Advisors, LLC
|
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Douglass Winthrop Advisors, LLC
|
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State Board Of Administration Of Florida Retirement System
|
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Mosaic Financial Group, Llc
|
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MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
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First National Advisers, LLC
|
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NOLCX - Northern Funds - Northern Large Cap Core Fund
|
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|
Versor Investments LP
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
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Northern Financial Advisors Inc
|
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XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
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|
Exane Asset Management
|
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|
Argent Advisors, Inc.
|
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Hemington Wealth Management
|
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|
Mitchell Mcleod Pugh & Williams Inc
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
Signal Advisors Wealth, LLC
|
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|
Rehmann Capital Advisory Group
|
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|
Tidemark, LLC
|
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|
Knollwood Investment Advisory, LLC
|
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|
Bruce G. Allen Investments, LLC
|
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|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
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|
Choate Investment Advisors
|
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|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
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|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
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|
|
F/M Investments LLC
|
|
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|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
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|
|
Matrix Asset Advisors Inc/ny
|
|
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|
Sarasin & Partners LLP
|
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|
Cary Street Partners Financial Llc
|
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|
Evelyn Partners Investment Management Services Ltd
|
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Ostrum Asset Management
|
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|
|
Ieq Capital, Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Antonelli Financial Advisors, LLC
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
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|
|
|
|
Aviva Plc
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
KBWB - Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
New Vernon Investment Management Llc
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Alphinity Investment Management Pty Ltd
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Constant Guidance Financial LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
Lgt Capital Partners Ltd.
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
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BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
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|
|
GSIB - Themes ETF Trust - Themes Global Systemically Important Banks ETF
|
|
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|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
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|
|
Consolidated Investment Group LLC
|
|
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
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|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
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|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
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|
Edgar Lomax Co/va
|
|
|
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
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|
Fortitude Family Office, LLC
|
|
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|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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|
Panagora Asset Management Inc
|
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|
Beese Fulmer Investment Management, Inc.
|
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|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
Stephens Inc /ar/
|
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Harvest Fund Management Co., Ltd
|
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Bartlett & Co. Wealth Management Llc
|
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Pzena Investment Management Llc
|
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Cooper Financial Group
|
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Oak Harvest Investment Services
|
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State of New Jersey Common Pension Fund D
|
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Fuller & Thaler Asset Management, Inc.
|
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Wharton Business Group, LLC
|
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Carret Asset Management, Llc
|
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Kovitz Investment Group Partners, LLC
|
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Parcion Private Wealth LLC
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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Venturi Wealth Management, LLC
|
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Telos Capital Management, Inc.
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Brentview Investment Management LLC
|
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|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
Global Wealth Management Investment Advisory, Inc.
|
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Earnest Partners Llc
|
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MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
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|
Valued Wealth Advisors LLC
|
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VisionPoint Advisory Group, LLC
|
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Naples Global Advisors, Llc
|
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CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
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|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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United Community Bank
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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Quantbot Technologies LP
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
Legend Financial Advisors, Inc.
|
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Jones Financial Companies Lllp
|
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Aaron Wealth Advisors LLC
|
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CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
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First Interstate Bank
|
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Blue Chip Partners, Inc.
|
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Old National Bancorp /in/
|
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JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
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|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
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Union Heritage Capital, LLC
|
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
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BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
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|
True Link Financial Advisors, LLC
|
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|
WestEnd Advisors, LLC
|
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|
Sachetta, LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
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|
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|
Salomon & Ludwin, LLC
|
|
|
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|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
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|
Allen Capital Group, LLC
|
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FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
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|
Bank Of Nova Scotia
|
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Breakwater Capital Group
|
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First Citizens Financial Corp
|
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
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|
NCM Capital Management, LLC
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
Eisler Capital Management Ltd.
|
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|
ICONIQ Capital, LLC
|
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|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
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|
Thrive Capital Management, LLC
|
|
|
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|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
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|
Quantitative Investment Management, LLC
|
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|
|
Chase Investment Counsel Corp
|
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|
Advisor Group Holdings, Inc.
|
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|
Torno Capital, Llc
|
|
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|
TruWealth Advisors, LLC
|
|
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|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Axiom International Investors Llc /de
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Marvin & Palmer Associates Inc
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Gallagher Capital Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Gabelli Convertible & Income Securities Fund Inc
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Legacy Solutions, Llc
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
NatWest Group plc
|
|
|
|
|
|
Eagle Capital Management Llc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Modera Wealth Management, LLC
|
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|
Garde Capital, Inc.
|
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|
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|
Klp Kapitalforvaltning As
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
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|
Calamos Strategic Total Return Fund
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
Harfst & Associates, Inc.
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Park Square Financial Group, LLC
|
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Castleark Management Llc
|
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Plancorp, LLC
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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|
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
|
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Snowden Capital Advisors LLC
|
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CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
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|
Lombard Odier Asset Management (Switzerland) SA
|
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GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
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Tlwm
|
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
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|
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|
SLT Holdings LLC
|
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|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
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|
Maryland State Retirement & Pension System
|
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Alphadyne Asset Management, LLC
|
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
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|
Riverwater Partners LLC
|
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|
CHICAGO TRUST Co NA
|
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Korea Investment CORP
|
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|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
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|
Peoples Bank /oh
|
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FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
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Fortem Financial Group, Llc
|
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Mercer Global Advisors Inc /adv
|
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|
Investor's Fiduciary Advisor Network, LLC
|
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|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
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|
Belpointe Asset Management LLC
|
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Alta Wealth Advisors LLC
|
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Hilltop National Bank
|
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Quadrant Capital Group Llc
|
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Boyd Watterson Asset Management Llc/oh
|
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Conning Inc.
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
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|
Harel Insurance Investments & Financial Services Ltd.
|
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GLOBALT Investments LLC / GA
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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Affinity Investment Advisors, Llc
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
Guerra Pan Advisors, Llc
|
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|
BKD Wealth Advisors, LLC
|
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DAVENPORT & Co LLC
|
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Willow Creek Wealth Management Inc.
|
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HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
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|
Sterling Capital Management LLC
|
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|
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
|
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|
Patton Fund Management, Inc.
|
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TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
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|
Meeder Advisory Services, Inc.
|
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|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
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|
|
Alpha Cubed Investments, LLC
|
|
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|
Ledyard National Bank
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
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|
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF
|
|
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|
Consilio Wealth Advisors, Llc
|
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|
Hosking Partners LLP
|
|
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|
Madison Asset Management, LLC
|
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|
Cercano Management LLC
|
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|
Yousif Capital Management, Llc
|
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|
Davis Investment Partners, LLC
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
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|
Boston Trust Walden Corp
|
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|
|
Gibbs Wealth Management
|
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|
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|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
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|
Washburn Capital Management, Inc.
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
|
|
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|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
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|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
BFIX - Build Funds Trust - Build Bond Innovation ETF
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
Auour Investments LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
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Intech Investment Management Llc
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DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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Caldwell Securities, Inc
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Resurgent Financial Advisors LLC
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VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
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Covestor Ltd
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
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Evexia Wealth Llc
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
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Capital Investment Counsel, LLC
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Investment Partners Asset Management, Inc.
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Burling Wealth Partners, Llc
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StoneX Group Inc.
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Providence First Trust Co
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Lee Financial Co
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Archer Investment Corp
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Meridian Investment Counsel Inc.
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Dividend Asset Capital, Llc
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Omnia Family Wealth, LLC
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ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF
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Central Pacific Bank - Trust Division
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Centricity Wealth Management, LLC
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Systematic Alpha Investments, LLC
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Caisse Des Depots Et Consignations
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Hilltop Holdings Inc.
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ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
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Boston Private Wealth Llc
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Northwest Bancshares, Inc.
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Carmel Capital Partners, LLC
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Eagle Rock Investment Company, Llc
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GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
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BlackDiamond Wealth Management Inc.
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Financial Advisory Service, Inc.
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
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Nwam Llc
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Olistico Wealth, LLC
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
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EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
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Westover Capital Advisors, LLC
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Moloney Securities Asset Management, LLC
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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Thompson Siegel & Walmsley Llc
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IFC Advisors LLC
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Doheny Asset Management /ca
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
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FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
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Orion Portfolio Solutions, LLC
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Consolidated Portfolio Review Corp
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Mount Yale Investment Advisors, LLC
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Capital Asset Advisory Services LLC
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Huntleigh Advisors, Inc.
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Rnc Capital Management Llc
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MBL Wealth, LLC
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Indiana Trust & Investment Management CO
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GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
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Schonfeld Strategic Advisors LLC
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Roxbury Financial LLC
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
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Alliancebernstein L.p.
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BLB&B Advisors, LLC
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Transamerica Financial Advisors, Inc.
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ShoreHaven Wealth Partners, LLC
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
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Chilton Investment Co Llc
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Nfj Investment Group, Llc
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Courier Capital Llc
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Moment Partners, LLC
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Community Trust & Investment Co
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Paladin Advisory Group, LLC
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First National Bank Of Omaha
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Copley Financial Group, Inc.
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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Van Hulzen Asset Management, LLC
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Madison Covered Call & Equity Strategy Fund
|
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Jupiter Wealth Management LLC
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Dorsey & Whitney Trust CO LLC
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Silvant Capital Management LLC
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PDS Planning, Inc
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FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
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Abel Hall, LLC
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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Ellevest, Inc.
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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Claro Advisors LLC
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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Orca Investment Management, LLC
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Measured Wealth Private Client Group, LLC
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Aigen Investment Management, Lp
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Janney Capital Management LLC
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Catalyst Financial Partners Llc
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Souders Financial Advisors
|
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IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
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|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
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|
Rosenberg Matthew Hamilton
|
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|
Verity & Verity, LLC
|
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JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV
|
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|
High Note Wealth, LLC
|
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|
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|
Nixon Peabody Trust Co
|
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|
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|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
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|
FSA Wealth Management LLC
|
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|
Florida Financial Advisors, Llc
|
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|
Quantinno Capital Management LP
|
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|
DiMeo Schneider & Associates, L.L.C.
|
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Woodline Partners LP
|
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|
Massachusetts Wealth Management
|
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|
Harold Davidson & Associates Inc.
|
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|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
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|
Circle Wealth Management, LLC
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
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|
Broyhill Asset Management
|
|
|
|
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|
Atlas Capital Advisors Llc
|
|
|
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|
Coastline Trust Co
|
|
|
|
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|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Centennial Bank/AR/
|
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|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
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|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Hamlin Capital Management, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
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|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Central Asset Investments & Management Holdings (HK) Ltd
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Basswood Capital Management, L.l.c.
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Pacific Heights Asset Management Llc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
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Kaizen Financial Strategies
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DT Investment Partners, LLC
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FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
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Spdr S&p 500 Etf Trust
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Register Financial Advisors LLC
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Robeco Institutional Asset Management B.V.
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Advisor OS, LLC
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Evergreen Capital Management Llc
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Garner Asset Management Corp
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Shorepoint Capital Partners LLC
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KLCM Advisors, Inc.
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Wilkins Investment Counsel Inc
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Millennium Management Llc
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Northwest & Ethical Investments L.P.
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First American Trust, Fsb
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Financial Management Professionals, Inc.
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Cornerstone Wealth Management, LLC
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Cornerstone Planning, LLC
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Ing Groep Nv
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Connor, Clark & Lunn Investment Management Ltd.
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Credential Qtrade Securities Inc.
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Sapient Capital Llc
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MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
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Caas Capital Management Lp
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Warther Private Wealth, LLC
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
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CIBC World Markets Inc.
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
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Aspen Grove Capital, LLC
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Trust Investment Advisors
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Vivaldi Capital Management, LLC
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Siemens Fonds Invest GmbH
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First Foundation Advisors
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Maple Capital Management, Inc.
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Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
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Wolff Wiese Magana Llc
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Financial Network Wealth Advisors LLC
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
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Mayflower Financial Advisors, LLC
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
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Raymond James Financial Inc
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Checchi Capital Advisers, LLC
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
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Assetmark, Inc
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Titleist Asset Management, Llc
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Kozak & Associates, Inc.
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Franklin Templeton ETF Trust - Franklin Income Focus ETF
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Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
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Flaharty Asset Management, LLC
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
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Axa S.a.
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
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JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
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Longview Financial Advisors LLC
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AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
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Roanoke Asset Management Corp/ Ny
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Graves-Light Private Wealth Management, Inc.
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Highline Wealth Partners Llc
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Alecta Pensionsforsakring, Omsesidigt
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MTM Investment Management, LLC
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
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Oak Thistle LLC
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Ntv Asset Management Llc
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Canopy Partners, LLC
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
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TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
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Callan Family Office, LLC
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
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HBK Sorce Advisory LLC
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Comerica Bank
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Adell Harriman & Carpenter Inc
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
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Palisade Asset Management, LLC
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FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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Delos Wealth Advisors, LLC
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JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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North Star Investment Management Corp.
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Main Street Group, LTD
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Grassi Investment Management
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VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
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NorthCrest Asset Manangement, LLC
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Frazier Financial Advisors, LLC
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Resona Asset Management Co.,Ltd.
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Profunds - Profund Vp Large-cap Value
|
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SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
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KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
|
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Mission Wealth Management, Lp
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IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
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Keebeck Wealth Management, LLC
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Breed's Hill Capital LLC
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TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
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Artisan Partners Limited Partnership
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Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
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Legacy Financial Advisors, Inc.
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Chicago Partners Investment Group LLC
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Change Path, LLC
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VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
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MidWestOne Financial Group, Inc.
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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Orbis Allan Gray Ltd
|
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|
SPC Financial, Inc.
|
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Vision Financial Markets Llc
|
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Trajan Wealth LLC
|
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Quarry LP
|
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|
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF
|
|
|
|
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|
Allianzgi Equity & Convertible Income Fund
|
|
|
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|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
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|
|
Tradition Wealth Management, LLC
|
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|
Destination Wealth Management
|
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MorganRosel Wealth Management, LLC
|
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|
Gamco Investors, Inc. Et Al
|
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Kings Path Partners LLC
|
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GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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Ellsworth Advisors, LLC
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