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Linden Thomas Advisory Services, LLC
|
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Westfield Capital Management Co Lp
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|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
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|
|
Paladin Advisory Group, LLC
|
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|
Giverny Capital Inc.
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
Natixis Advisors, L.p.
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|
Kestra Private Wealth Services, Llc
|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
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|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
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|
Aptus Capital Advisors, LLC
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|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
Meridian Wealth Management, LLC
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Hilltop Holdings Inc.
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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Samlyn Capital, Llc
|
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Albert D Mason Inc
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Virginia Retirement Systems Et Al
|
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FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
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|
|
Azimuth Capital Investment Management LLC
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
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|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
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|
WealthTrust Asset Management, LLC
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SkyOak Wealth, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Cerity Partners LLC
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Jackson Hole Capital Partners, LLC
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Keynote Financial Services Llc
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AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
|
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|
Integrated Advisors Network LLC
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Summit Financial, LLC
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BEAM Asset Management, LLC
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Financial Management Network Inc
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DAVENPORT & Co LLC
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Vista Capital Partners, Inc.
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FSM Wealth Advisors, LLC
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PFS Partners, LLC
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Dark Forest Capital Management Lp
|
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EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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|
Consolidated Portfolio Review Corp
|
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Advisory Alpha, LLC
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New York State Common Retirement Fund
|
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|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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|
RFG Advisory, LLC
|
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|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
Monterey Private Wealth, Inc.
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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Rather & Kittrell, Inc.
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Baldwin Investment Management, LLC
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Federation des caisses Desjardins du Quebec
|
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Investment Partners, Ltd.
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LeClair Wealth Partners LLC
|
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|
Sightline Wealth Advisors, LLC
|
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|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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|
M&t Bank Corp
|
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|
Fi3 FINANCIAL ADVISORS, LLC
|
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|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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|
|
Ridgewood Investments LLC
|
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|
Smith, Salley & Associates
|
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|
Prosperity Consulting Group, LLC
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
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|
Ariadne Wealth Management, LP
|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
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|
|
Morton Brown Family Wealth, LLC
|
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|
Cassaday & Co Wealth Management LLC
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|
Guerra Pan Advisors, Llc
|
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|
Wellington Shields & Co., LLC
|
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|
Annex Advisory Services, LLC
|
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|
Atwood & Palmer Inc
|
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|
Hourglass Capital, Llc
|
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|
Kahn Brothers Group Inc /de/
|
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|
RTD Financial Advisors, Inc.
|
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Western Wealth Management, LLC
|
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|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
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|
|
SS&H Financial Advisors, Inc.
|
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|
Argyle Capital Partners, LLC
|
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|
Union Savings Bank
|
|
|
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|
|
Freestone Capital Holdings, LLC
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
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|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
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|
|
Concord Asset Management, LLC/VA
|
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|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Fee-Only Financial Planning, L.C.
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
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|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Ariel Investments, Llc
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Morangie Management LLC
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Financial Alternatives, Inc
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Cornerstone Management, Inc.
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Tilson Financial Group, Inc.
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Unison Asset Management LLC
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Dymon Asia Capital (singapore) Pte. Ltd.
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
AIFG Consultants Ltd.
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
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Perpetual Ltd
|
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NCP Inc.
|
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Inlight Wealth Management, LLC
|
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|
NFP Retirement, Inc.
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Capital A Wealth Management, LLC
|
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|
Safe Harbor Fiduciary, LLC
|
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|
Diametric Capital, LP
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
Kavar Capital Partners Group, Llc
|
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|
Oder Investment Management, LLC
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
Putnam Fl Investment Management Co
|
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|
Envestnet Asset Management Inc
|
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|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
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|
Bernard Wealth Management Corp.
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
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|
ROSS\JOHNSON & Associates LLC
|
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|
Cherrydale Wealth Management, Llc
|
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Jfs Wealth Advisors, Llc
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Nvest Financial, LLC
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
Private Wealth Advisors, LLC
|
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|
Allstate Corp
|
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|
Widmann Financial Services, Inc.
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Ubs Asset Management Americas Inc
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Prevail Innovative Wealth Advisors, Llc
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|
Bain Capital Public Equity, LP
|
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|
Altman Advisors, Inc.
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Richmond Investment Services, LLC
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Mackenzie Financial Corp
|
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Promus Capital, LLC
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Kestra Advisory Services, LLC
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Marshall Wace, Llp
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CWC Advisors, LLC.
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PRCS - PARNASSUS INCOME FUNDS - Parnassus Core Select ETF
|
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|
DCM Advisors, LLC
|
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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|
First National Bank of Hutchinson
|
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|
Capital Planning Advisors, LLC
|
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Duncan Williams Asset Management, LLC
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Sovran Advisors, LLC
|
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|
Sonora Investment Management Group, LLC
|
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|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
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|
SOA Wealth Advisors, LLC.
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
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SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
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Pinnacle Financial Partners Inc
|
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|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
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|
Gilbert & Cook, Inc.
|
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|
Johnson Investment Counsel Inc
|
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NWF Advisory Services Inc.
|
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|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
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|
Twinbeech Capital Lp
|
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|
First Affirmative Financial Network
|
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|
Optimum Investment Advisors
|
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Financially Speaking Inc
|
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Asset Dedication, LLC
|
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Plato Investment Management Ltd
|
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BankPlus Trust Department
|
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Harvey Investment Co Llc
|
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Nuveen, LLC
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|
Roffman Miller Associates Inc /pa/
|
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|
Korea Investment CORP
|
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|
Pallas Capital Advisors LLC
|
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|
Lineweaver Wealth Advisors, LLC
|
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Wsfs Capital Management, Llc
|
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|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
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|
Lazari Capital Management, Inc.
|
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Kelly Financial Services LLC
|
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|
Scarborough Advisors, LLC
|
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Garden State Investment Advisory Services LLC
|
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|
Sumitomo Life Insurance Co
|
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|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
Stamos Capital Partners, L.p.
|
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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|
MKP Capital Management, L.L.C.
|
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|
DT Investment Partners, LLC
|
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|
D.a. Davidson & Co.
|
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|
VSM Wealth Advisory, LLC
|
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|
Morris Retirement Advisors, LLC
|
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|
Intellectus Partners, LLC
|
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|
Midwest Financial Group LLC
|
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|
Channel Wealth Llc
|
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|
Trust Co Of Toledo Na /oh/
|
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|
Generation Capital Management LLC
|
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|
Trexquant Investment LP
|
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|
Roman Butler Fullerton & Co
|
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|
Helium Advisors LLC
|
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|
Ensign Peak Advisors, Inc
|
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|
Red Lighthouse Investment Management, Llc
|
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|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
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|
Holland Advisory Services, Inc.
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
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|
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|
|
Larson Financial Group LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Warburton Capital Management, LLC
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Marshall Financial Group Inc /adv
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
CogentBlue Wealth Advisors, LLC
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Fogel Capital Management, Inc.
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Cardinal Capital Management, Inc.
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Alpha Financial Advisors, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Ackerman Capital Advisors, LLC
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Bain Capital Public Equity Management Ii, Llc
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
EWG Elevate Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Salzhauer Michael
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
Pacific Wealth Strategies Group, Inc.
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
Absolute Gestao de Investimentos Ltda.
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
Channing Global Advisors, Llc
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Sirios Capital Management L P
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
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|
Worth Financial Advisory Group, LLC
|
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|
Harvest Investment Services, LLC
|
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|
Northern Financial Advisors Inc
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
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|
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|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
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|
Financial & Tax Architects, LLC
|
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|
Charter Research & Investment Group, Inc.
|
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VELA Investment Management, LLC
|
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
Bennett Selby Investments Lp
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
|
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|
Asahi Life Asset Management Co., Ltd.
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
Westside Investment Management, Inc.
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Keystone Financial Group
|
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Aviva Plc
|
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Hutchinson Capital Management/ca
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UBS Group AG
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Soltis Investment Advisors LLC
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D1 Capital Partners L.P.
|
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
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|
Northwest Capital Management Inc
|
|
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|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
|
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|
Eqis Capital Management, Inc.
|
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Selective Wealth Management, Inc.
|
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Woodward Diversified Capital, Llc
|
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Wesbanco Bank Inc
|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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|
FSA Wealth Management LLC
|
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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|
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|
Lawson Kroeker Investment Management Inc/ne
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Second Line Capital, LLC
|
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Planned Solutions, Inc.
|
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BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
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|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
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|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
Amplius Wealth Advisors, LLC
|
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New England Asset Management Inc
|
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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Harbor Advisory Corp /ma/
|
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Renasant Bank
|
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|
Empire Life Investments Inc.
|
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Wynn Capital, LLC
|
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Waterloo Capital, L.P.
|
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
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Alliance Wealth Advisors, LLC /UT
|
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Thoroughbred Financial Services, Llc
|
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FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
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|
Welch Group, LLC
|
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|
Mountain Capital Investment Advisors, Inc
|
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|
Foster Group, Inc.
|
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Empower Advisory Group, LLC
|
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WPG Advisers, LLC
|
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|
Savoie Capital LLC
|
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|
Insight Wealth Strategies, LLC
|
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|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
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M&G Plc
|
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Fairman Group, LLC
|
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DnB Asset Management AS
|
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|
Lakeshore Capital Group, Inc.
|
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|
Proactive Wealth Strategies LLC
|
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|
Almanack Investment Partners, LLC.
|
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|
SPC Financial, Inc.
|
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GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
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|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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|
Fortem Financial Group, Llc
|
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Handelsbanken Fonder AB
|
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KBC Group NV
|
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Intrua Financial, LLC
|
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Gladius Capital Management LP
|
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|
Bay Rivers Group
|
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|
Rooted Wealth Advisors, Inc.
|
|
|
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|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
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|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
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|
Mitchell & Pahl Private Wealth, Llc
|
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|
Activest Wealth Management
|
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|
Financial Engines Advisors L.L.C.
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
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|
Blue Bell Private Wealth Management, Llc
|
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|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
|
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|
Blue Chip Partners, Inc.
|
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|
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|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
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|
|
Peoples Financial Services Corp.
|
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|
|
|
|
Blackstone Group Inc
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
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|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Asset Planning Services Inc /la/ /adv
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Channing Capital Management, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
|
|
|
|
|
|
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
|
|
|
|
|
Sound Shore Management Inc /ct/
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Passive Capital Management, LLC.
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Persistent Asset Partners Ltd
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Canal Capital Management, LLC
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Letko, Brosseau & Associates Inc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Kelly Financial Group Llc
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
Black Swift Group, LLC
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Oakmont Corp
|
|
|
|
|
|
Brave Warrior Advisors, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Saiph Capital, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
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Voya Financial Advisors, Inc.
|
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|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
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|
Monetary Management Group Inc
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Arbor Trust Wealth Advisors, Llc
|
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|
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
|
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|
Goepper Burkhardt LLC
|
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|
Coastwise Capital Group, LLC
|
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|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
|
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|
Monument Capital Management
|
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|
Texas Bank & Trust Co
|
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|
Heritage Investors Management Corp
|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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|
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|
Baltimore-Washington Financial Advisors, Inc.
|
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|
Kanawha Capital Management Llc
|
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TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
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|
Jeppson Wealth Management, Llc
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
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Groupama Asset Managment
|
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Avanza Fonder AB
|
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TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
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Brookwood Investment Group LLC
|
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CENTRAL TRUST Co
|
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PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
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Sheets Smith Wealth Management
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
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Tritonpoint Wealth, Llc
|
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Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
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JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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Apriem Advisors
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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Fiera Capital Corp
|
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Everett Harris & Co /ca/
|
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Flagship Harbor Advisors, Llc
|
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Mission Wealth Management, Lp
|
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FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
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VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
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ULTRA SERIES FUND - Large Cap Value Fund Class I
|
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Rakuten Investment Management, Inc.
|
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1st Source Bank
|
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White Pine Capital Llc
|
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Matthew Goff Investment Advisor, LLC
|
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Viewpoint Capital Management LLC
|
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VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares
|
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First American Trust, Fsb
|
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Financial Advocates Investment Management
|
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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|
Modern Wealth Management, LLC
|
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Farringdon Capital, Ltd.
|
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Applied Finance Capital Management, LLC
|
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Vishria Bird Financial Group, LLC
|
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|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
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Sargent Investment Group, LLC
|
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Klp Kapitalforvaltning As
|
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Hilton Capital Management, LLC
|
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|
Spectrum Wealth Counsel, LLC
|
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AMG National Trust Bank
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
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|
Wedmont Private Capital
|
|
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|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
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|
Schulhoff & Co Inc
|
|
|
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LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
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|
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|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
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Morgan Dempsey Capital Management Llc
|
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Dakota Wealth Management
|
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|
New Wave Wealth Advisors Llc
|
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ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
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|
|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
|
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|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
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|
Swisher Financial Concepts, Inc.
|
|
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|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
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|
|
Securian Asset Management, Inc
|
|
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|
Griffin Asset Management, Inc.
|
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|
Janus Henderson Group Plc
|
|
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|
North Dallas Bank & Trust Co
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
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|
|
|
Park Capital Management, LLC / WI
|
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|
Lyell Wealth Management, Lp
|
|
|
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|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Reston Wealth Management Llc
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
PointState Capital LP
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
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|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Retirement Planning Group, Llc / Ny
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
Stieven Capital Advisors, L.P.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Algebris (uk) Ltd
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
University of Illinois Foundation
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Caldwell Trust Co
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Brandywine Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
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|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
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|
DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF
|
|
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|
Gibraltar Capital Management, Inc.
|
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|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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|
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|
Custom Index Systems, Llc
|
|
|
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|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
LS Investment Advisors, LLC
|
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|
Shell Asset Management Co
|
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|
EagleClaw Capital Managment, LLC
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|
Pin Oak Investment Advisors Inc
|
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|
Verity & Verity, LLC
|
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|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
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|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
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|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
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|
Morton Capital Management LLC/CA
|
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|
S&t Bank/pa
|
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|
Texas Yale Capital Corp.
|
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Wambolt & Associates, LLC
|
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|
ADAPT Investment Managers SA
|
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We Are One Seven, LLC
|
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|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
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|
Quantinno Capital Management LP
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Southland Equity Partners LLC
|
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|
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|
|
Disciplined Investments, LLC
|
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|
Us Bancorp \de\
|
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|
AGH Wealth Advisors, LLC
|
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|
GHP Investment Advisors, Inc.
|
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|
First Community Trust Na
|
|
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JB Capital LLC
|
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|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
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|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
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|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
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|
Adviser Investments LLC
|
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|
MFA Wealth Services
|
|
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|
Koshinski Asset Management, Inc.
|
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|
Dynamic Wealth Strategies, LLC
|
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|
Essex Savings Bank
|
|
|
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|
Cyndeo Wealth Partners, LLC
|
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|
Quantitative Investment Management, LLC
|
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|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
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|
Glassy Mountain Advisors, Inc.
|
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Citigroup Inc
|
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|
Quaker Wealth Management, LLC
|
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WFA of San Diego, LLC
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
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|
|
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
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|
Nbt Bank N A /ny
|
|
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|
Carnegie Capital Asset Management, LLC
|
|
|
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|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
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|
FT Vest Total Return Income Fund: Series A4
|
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|
Kickstand Ventures, Llc.
|
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|
Socorro Asset Management LP
|
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|
National Asset Management, Inc.
|
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PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
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|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
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|
Globeflex Capital L P
|
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|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
Guggenheim Capital Llc
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
Braun Stacey Associates Inc
|
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|
|
Fire Capital Management LLC
|
|
|
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|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
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|
|
Lincluden Management Ltd
|
|
|
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|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
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|
Sar Wealth Management Group, Llc
|
|
|
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|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
SHXIX - AMERICAN BEACON FUNDS - American Beacon Shapiro Equity Opportunities Fund Institutional Class
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
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|
|
Centennial Bank/AR/
|
|
|
|
|
|
SPX Equities Gestao de Recursos Ltda
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Allen Holding Inc /ny
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Phocas Financial Corp.
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Harvey Capital Management Inc
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
St. Louis Financial Planners Asset Management, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Blue Investment Partners LLC
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
CALIFORNIA FIRST LEASING Corp
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Cumberland Advisors Inc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
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|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
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|
|
|
|
Avenir Corp
|
|
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|
|
Oliver Lagore Vanvalin Investment Group
|
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|
Pinnacle Holdings, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Bdf-gestion
|
|
|
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|
Baker Avenue Asset Management, LP
|
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Neo Ivy Capital Management
|
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JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
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|
CTC Alternative Strategies, Ltd.
|
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Strategy Asset Managers Llc
|
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Hyperion Capital Advisors LP
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
Stony Point Wealth Management Inc.
|
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Forum Financial Management, LP
|
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Brooks, Moore & Associates, Inc.
|
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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Nexus Investment Management ULC
|
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James Hambro & Partners
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
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|
DecisionPoint Financial, LLC
|
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FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
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Schear Investment Advisers, LLC
|
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Re Advisers Corp
|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
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HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
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Schnieders Capital Management Llc
|
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HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
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BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
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Carson Advisory Inc.
|
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Glen Eagle Advisors, LLC
|
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Montag & Caldwell, Llc
|
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Security National Bank
|
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Daiwa Securities Group Inc.
|
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EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
Brandywine Oak Private Wealth Llc
|
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DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
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SGL Investment Advisors, Inc.
|
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Summit X, LLC
|
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MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Blume Capital Management, Inc.
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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Nvwm, Llc
|
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Integrity Financial Corp /WA
|
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Berkshire Bank
|
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Solutions 4 Wealth, Ltd
|
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Wendell David Associates Inc
|
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Ofi Invest Asset Management
|
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FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
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|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
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|
Masso Torrence Wealth Management Inc.
|
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Aldebaran Capital, Llc
|
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Fort Point Capital Partners LLC
|
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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RW Investment Management LLC
|
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|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
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|
First Horizon Advisors, Inc.
|
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Quotient Wealth Partners, LLC
|
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|
BluePointe Capital Management, LLC
|
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|
IPG Investment Advisors LLC
|
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Ascent Group, LLC
|
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|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
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|
Red Wave Investments LLC
|
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Auxano Advisors, LLC
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
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|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
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|
Garrett Investment Advisors LLC
|
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|
|
Miracle Mile Advisors, LLC
|
|
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|
U.S. Capital Wealth Advisors, LLC
|
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|
Pinnacle West Asset Management, Inc.
|
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|
Ballast Advisors Llc
|
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|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
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|
Advyzon Investment Management, LLC
|
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|
Price T Rowe Associates Inc /md/
|
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Peoples Bank /oh
|
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|
Aull & Monroe Investment Management Corp
|
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|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Financial Guidance Group, Inc.
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
Financial Harvest, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
5T Wealth, LLC
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Hamilton Capital Partners, Llc
|
|
|
|
|
|
Integrity Wealth Advisors, Inc.
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
RedJay Asset Management Inc.
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Daily Journal Corp
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
HighVista Strategies LLC
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Cambridge Financial Group, Inc.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Bravias Capital Group, LLC
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
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|
Webster Bank, N. A.
|
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|
Capital Investment Advisory Services, LLC
|
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|
Davis-rea Ltd.
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
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|
Ssi Investment Management Llc
|
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|
Tiemann Investment Advisors, Llc
|
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|
Wesleyan Assurance Society
|
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|
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|
Cloverfields Capital Group, Lp
|
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|
McGinn Investment Management, Inc.
|
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|
Millennium Management Llc
|
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|
|
Forefront Wealth Partners, LLC
|
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|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
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|
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|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Cypress Point Wealth Management, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
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|
|
KPP Advisory Services LLC
|
|
|
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|
|
Capital Fund Management S.a.
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Novare Capital Management Llc
|
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|
|
|
|
Chickasaw Capital Management Llc
|
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|
|
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|
Jennison Associates Llc
|
|
|
|
|
|
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class
|
|
|
|
|
|
Maltin Wealth Management, Inc.
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
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|
BTC Capital Management, Inc.
|
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|
|
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|
Walkner Condon Financial Advisors LLC
|
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|
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|
Chelsea Counsel Co
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
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|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Valtinson Bruner Financial Planning LLC
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
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|
|
|
|
May Hill Capital, LLC
|
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|
|
|
|
Kearns & Associates LLC
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
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|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
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|
|
Matrix Private Capital Group Llc
|
|
|
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|
|
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Prospect Hill Management, LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Wittenberg Investment Management, Inc.
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Udine Wealth Management, Inc.
|
|
|
|
|
|
UDI - USCF ETF Trust - USCF Dividend Income Fund
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Smead Capital Management, Inc.
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
Centerpoint Advisory Group
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
AGQI - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Global Quality Income ETF
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
Redwood Grove Capital, LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
GOODX - GoodHaven Funds Trust - GoodHaven Fund
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Ergawealth Advisors, Inc.
|
|
|
|
|
|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
|
|
|
|
|
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
GURU - Global X Funds - Global X Guru Index ETF
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
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FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
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|
South Plains Financial, Inc.
|
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FIL Ltd
|
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JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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|
Allianz Se
|
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Evergreen Capital Management Llc
|
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Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
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|
Central Valley Advisors, Llc
|
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Hills Bank & Trust Co
|
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Stevens Capital Management Lp
|
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Sweeney & Michel, Llc
|
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Dunhill Financial, LLC
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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Daxor Corp
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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Consultiva Wealth Management, Corp.
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Guardian Investment Management
|
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California Public Employees Retirement System
|
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Investment Management Corp /va/ /adv
|
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NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
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HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
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Motive Wealth Advisors
|
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Stablepoint Partners, LLC
|
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MBA Advisors LLC
|
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DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
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Nova Wealth Management, Inc.
|
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Journey Strategic Wealth Llc
|
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Brasada Capital Management, Lp
|
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Capital International Inc /ca/
|
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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Wealthcare Advisory Partners LLC
|
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Ogorek Anthony Joseph /ny/ /adv
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Fmb Wealth Management
|
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Willow Creek Wealth Management Inc.
|
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First Manhattan Co
|
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Financial Security Advisor, Inc.
|
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Alhambra Investment Partners LLC
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Eastern Bank
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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Continuum Advisory, LLC
|
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OMERS ADMINISTRATION Corp
|
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Berkeley Capital Partners, LLC
|
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Marotta Asset Management
|
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Cliftonlarsonallen Wealth Advisors, Llc
|
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Mandatum Life Insurance Co Ltd
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
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|
Mosaic Family Wealth Partners, Llc
|
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Wealth Effects Llc
|
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Patten Group, Inc.
|
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Inspirion Wealth Advisors, Llc
|
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Houlihan Financial Resource Group, Ltd.
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Ci Investments Inc.
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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Vista Investment Partners Ii, Llc
|
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Bearing Point Capital, Llc
|
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Proffitt & Goodson Inc
|
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Brookmont Capital Management
|
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|
Cape Investment Advisory, Inc.
|
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Letson Investment Management, Inc.
|
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Mirador Capital Partners LP
|
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Madison Asset Management, LLC
|
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Beaumont Financial Advisors, LLC
|
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|
ELCO Management Co., LLC
|
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|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
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|
Ag2r La Mondiale Gestion D'actifs
|
|
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|
Benedict Financial Advisors Inc
|
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First Washington CORP
|
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La Banque Postale Asset Management SA
|
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IFG Advisors, LLC
|
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WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
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|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
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|
Ellis Investment Partners, LLC
|
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|
Brown, Lisle/cummings, Inc.
|
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|
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|
FineMark National Bank & Trust
|
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|
Collar Capital Management, LLC
|
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|
Farmers National Bank
|
|
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|
Caliber Wealth Management, LLC / KS
|
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|
Winton Capital Group Ltd
|
|
|
|
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|
Franklin Street Advisors Inc /nc
|
|
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|
Prestige Wealth Management Group LLC
|
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|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
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|
Naples Global Advisors, Llc
|
|
|
|
|
|
American National Bank
|
|
|
|
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|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
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|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
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|
|
Verum Partners LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Seldon Capital Lp
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Sunesis Advisors, LLC
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Mfg Wealth Management, Inc.
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Exane Asset Management
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares
|
|
|
|
|
|
Lazard Global Total Return & Income Fund Inc
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Ayalon Holdings Ltd.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Manatuck Hill Partners, LLC
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
|
|
|
|
|
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
Credit Capital Investments LLC
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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|
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|
RiverGlades Family Offices LLC
|
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|
|
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|
AdvisorNet Financial, Inc
|
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|
SlateStone Wealth, LLC
|
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|
Lmp Capital & Income Fund Inc.
|
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|
BlackRock, Inc.
|
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|
Kilter Group LLC
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
Sagard Holdings Management Inc.
|
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|
Simmons Bank
|
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Mezzasalma Advisors, LLC
|
|
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|
Sabal Trust CO
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
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|
Verus Financial Partners, Inc.
|
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|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
|
|
|
CWS Financial Advisors, LLC
|
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|
Lantz Financial LLC
|
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|
Russell Investments Group, Ltd.
|
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|
United Advisor Group, LLC
|
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Legato Capital Management LLC
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
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|
Acropolis Investment Management, LLC
|
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|
Lokken Investment Group LLC
|
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|
Lincoln Capital Corp
|
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|
Robertson Stephens Wealth Management, LLC
|
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|
Root Financial Partners, LLC
|
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|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
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|
Ethic Inc.
|
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|
Murphy & Mullick Capital Management Corp
|
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EntryPoint Capital, LLC
|
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|
Evoke Wealth, Llc
|
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|
NewEdge Wealth, LLC
|
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|
Peak Asset Management, LLC
|
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|
Parkshore Wealth Management, Inc.
|
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|
McIlrath & Eck, LLC
|
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|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
My Personal CFO, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
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|
|
Florida Financial Advisors, Llc
|
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|
Private Advisory Group LLC
|
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|
Versant Capital Management, Inc
|
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|
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|
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
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|
Meiji Yasuda Life Insurance Co
|
|
|
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|
Tectonic Advisors Llc
|
|
|
|
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|
Migdal Insurance & Financial Holdings Ltd.
|
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|
|
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|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
BIP Wealth, LLC
|
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|
|
|
|
Advisors Asset Management, Inc.
|
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|
Aspire Private Capital, LLC
|
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|
Obermeyer Wood Investment Counsel, Lllp
|
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|
Glenmede Investment Management, LP
|
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|
Horrell Capital Management, Inc.
|
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|
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|
|
Maven Securities LTD
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Bayview Asset Management, Llc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
Scott Capital Advisors, LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Maltese Capital Management Llc
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
Burk Holdings LLC
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
Junto Capital Management LP
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Old West Investment Management, LLC
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Poplar Forest Capital LLC
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
McCarthy Grittinger Financial Group, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
KBWB - Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
New England Professional Planning Group Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Harbor Island Capital LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
FTXO - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Bank ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity
|
|
|
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|
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J. L. Bainbridge & Co., Inc.
|
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Cornerstone Select Advisors, LLC
|
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Providence Capital Advisors, LLC
|
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SeaBridge Investment Advisors LLC
|
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|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
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|
RMG Wealth Management LLC
|
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Cary Street Partners Financial Llc
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Empirical Asset Management, LLC
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Warren Averett Asset Management, LLC
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Hardin Capital Partners, LLC
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Harbour Investments, Inc.
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First Financial Corp /in/
|
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Mach-1 Financial Group, Inc.
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Davis Capital Management
|
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POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
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|
Adell Harriman & Carpenter Inc
|
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Creative Financial Designs Inc /adv
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FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
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Avantax Advisory Services, Inc.
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Live Oak Investment Partners
|
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Burke & Herbert Bank & Trust Co
|
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Empire Financial Management Company, LLC
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Flywheel Private Wealth LLC
|
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RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
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Banque Pictet & Cie Sa
|
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Ritholtz Wealth Management
|
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Hikari Power Ltd
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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Watts Gwilliam & Co., LLC
|
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Apollon Wealth Management, LLC
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Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
|
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GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
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BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
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Strategic Family Wealth Counselors, L.L.C.
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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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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
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Victory Financial Group, Llc
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BluePath Capital Management, LLC
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Cahill Financial Advisors Inc
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Nisa Investment Advisors, Llc
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TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
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Orion Portfolio Solutions, LLC
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Toroso Investments, LLC
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Vista Wealth Management Group, LLC
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Ullmann Financial Group, Inc.
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Uncommon Cents Investing LLC
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Chung Wu Investment Group, LLC
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Parnassus Investments /ca
|
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Whipplewood Advisors, LLC
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Lazard Freres Gestion S.A.S.
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Central Bank & Trust Co
|
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Catalyst Financial Partners Llc
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Deutsche Bank Ag\
|
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Aware Super Pty Ltd as trustee of Aware Super
|
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Mutual Of America Capital Management Llc
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Boston Private Wealth Llc
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Millstone Evans Group, LLC
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Harbor Investment Advisory, Llc
|
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Acima Private Wealth, Llc
|
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BlueStem Wealth Partners, LLC
|
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|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
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|
Meridian Financial, LLC
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
Baker Ellis Asset Management LLC
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
Horizon Kinetics Asset Management Llc
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Whalerock Point Partners, Llc
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Oxford Financial Group Ltd
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|
Kingstone Capital Partners Texas, LLC
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|
Wetherby Asset Management Inc
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
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|
Phillips Wealth Planners LLC
|
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|
Bridgewealth Advisory Group, LLC
|
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|
AE Wealth Management LLC
|
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|
Traynor Capital Management, Inc.
|
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|
New England Capital Financial Advisors LLC
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
Putney Financial Group LLC
|
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|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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|
Petix & Botte Co
|
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|
Heritage Financial Services, LLC
|
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|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
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|
Syntax Research, Inc.
|
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|
Abc Arbitrage Sa
|
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|
Bond & Devick Financial Network, Inc.
|
|
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|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
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|
Parkside Investments, LLC
|
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|
Investment House Llc
|
|
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|
Baldwin Brothers Inc/ma
|
|
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|
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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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|
Delta Asset Management Llc/tn
|
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|
Thompson Siegel & Walmsley Llc
|
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|
Gulf International Bank (UK) Ltd
|
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|
Nearwater Capital Markets, Ltd
|
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|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
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|
Cooper Financial Group
|
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|
Brick & Kyle, Associates
|
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|
Zhang Financial LLC
|
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|
Altrius Capital Management Inc
|
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|
Sage Capital Advisors,llc
|
|
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|
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|
Mmbg Investment Advisors Co.
|
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|
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|
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
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|
Umb Bank N A/mo
|
|
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|
Columbia Asset Management
|
|
|
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|
apricus wealth, LLC
|
|
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|
R.m.sincerbeaux Capital Management Llc
|
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|
AllSquare Wealth Management LLC
|
|
|
|
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|
Prasad Wealth Partners, LLC
|
|
|
|
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|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
Spectrum Financial Alliance Ltd LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Par Capital Management Inc
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Bmc Fund Inc
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares
|
|
|
|
|
|
North Reef Capital Management LP
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Citrine Capital LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Flagstone Financial Management
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Kondo Wealth Advisors, Inc.
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Stanley Capital Management, LLC
|
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Accredited Wealth Management, LLC
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Raymond James Financial Inc
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New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
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|
Xponance, Inc.
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MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
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InTrack Investment Management Inc
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BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
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GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
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IMG Wealth Management, Inc.
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Fca Corp /tx
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TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
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Laurion Capital Management LP
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SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class
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Creative Planning
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Silicon Valley Capital Partners
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IMC-Chicago, LLC
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Sanders Capital, LLC
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Campbell Deegan Wealth Management, LLC
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BCJ Capital Management, LLC
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IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
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Qtron Investments LLC
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CIBC Asset Management Inc
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Jordan Park Group LLC
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Twin Capital Management Inc
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Fortitude Advisory Group L.L.C.
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BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
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Mendel Money Management
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WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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Clark Capital Management Group, Inc.
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Mirae Asset Securities (usa) Inc.
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Essex LLC
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JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
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Gradient Capital Advisors, LLC
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Central Pacific Bank - Trust Division
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Bridge Creek Capital Management LLC
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Taurus Asset Management, Llc
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VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
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Bnp Paribas
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Whittier Trust Co Of Nevada Inc
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
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Bailard, Inc.
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Marco Investment Management Llc
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AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
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Oppenheimer & Co Inc
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
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Washington Growth Strategies Llc
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State of New Jersey Common Pension Fund D
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PENN SERIES FUNDS INC - Large Core Value Fund
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Richard W. Paul & Associates, LLC
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TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
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GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
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Centerpoint Advisors, LLC
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Tredje AP-fonden
|
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Aberdeen Wealth Management LLC
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
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Corundum Group, Inc.
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Kessler Investment Group, LLC
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
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Tufton Capital Management
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Golden State Wealth Management, LLC
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Howard Capital Management Inc.
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TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
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Beacon Financial Group
|
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1248 Management, LLC
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Advantage Trust Co
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Crossmark Global Holdings, Inc.
|
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Bridgeway Capital Management Inc
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Cambridge Financial Group, LLC
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FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
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|
Advisory Resource Group
|
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ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
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|
Jpmorgan Chase & Co
|
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VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
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|
Argent Trust Co
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
Carl P. Sherr & Co., LLC
|
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|
Beaton Management Co. Inc.
|
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|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
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|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
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|
Beese Fulmer Investment Management, Inc.
|
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|
Clarendon Private LLC
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|
Sollinda Capital Management LLC
|
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|
Bennett Associates Wealth Management
|
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|
JustInvest LLC
|
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|
Triglav Skladi, D.o.o.
|
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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Cooke & Bieler Lp
|
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|
Amussen Hunsaker Associates Llc
|
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|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
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|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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|
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|
|
AlTi Global, Inc.
|
|
|
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|
Macquarie Group Ltd
|
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|
Retirement Wealth Solutions LLC
|
|
|
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|
O'ROURKE & COMPANY, Inc
|
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|
Wealth Architects, LLC
|
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|
Ctc Llc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
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|
Hantz Financial Services, Inc.
|
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|
Bank Of Hawaii
|
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|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
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|
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|
BostonPremier Wealth LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
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|
Stephenson National Bank & Trust
|
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|
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|
UNIVEST FINANCIAL Corp
|
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|
Crumly & Associates Inc.
|
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|
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|
CAPROCK Group, Inc.
|
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|
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|
Sawgrass Asset Management Llc
|
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|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
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|
|
|
Interval Partners, LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
DLD Asset Management, LP
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Theleme Partners LLP
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Kazazian Asset Management, LLC
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Motco
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
West Chester Capital Advisors, Inc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
AdviceOne Advisory Services, LLC
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Kagan Cocozza Asset Management
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
American Assets Inc
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
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|
Sheaff Brock Investment Advisors, LLC
|
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|
Royal Fund Management, LLC
|
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|
BKD Wealth Advisors, LLC
|
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|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
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|
Brown Brothers Harriman & Co
|
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|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
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|
|
Bangor Savings Bank
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
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|
Cascade Financial Partners, LLC
|
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|
Sanders Morris Harris Llc
|
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|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
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|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
Heritage Trust Co
|
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|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
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|
DRIPX - MP63 FUND INC - MP63 Fund
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
Wrapmanager Inc
|
|
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
|
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|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
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|
Mascoma Wealth Management LLC
|
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|
Aaron Wealth Advisors LLC
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|
Intrepid Financial Planning Group LLC
|
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|
4wealth Advisors, Inc.
|
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Market Street Wealth Management Advisors Llc
|
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Global Assets Advisory, LLC
|
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|
Game Plan Financial Advisors, LLC
|
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JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
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|
Moisand Fitzgerald Tamayo, LLC
|
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Curated Wealth Partners LLC
|
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|
Baugh & Associates, LLC
|
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|
PFG Advisors
|
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Rocky Mountain Advisers, Llc
|
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KFA Private Wealth Group, LLC
|
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|
Huntleigh Advisors, Inc.
|
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Harbour Capital Advisors, LLC
|
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Websterrogers Financial Advisors, Llc
|
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CBOE Vest Financial, LLC
|
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|
Petros Family Wealth, LLC
|
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|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
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Aviso Wealth Management
|
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|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
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|
|
First County Bank /CT/
|
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|
Cercano Management LLC
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
Diversified Enterprises, LLC
|
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Personal Cfo Solutions, Llc
|
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CapWealth Advisors, LLC
|
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|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
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|
Future Fund LLC
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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|
Supplemental Annuity Collective Trust of NJ
|
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49 Wealth Management, Llc
|
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|
Slocum, Gordon & Co LLP
|
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Roxbury Financial LLC
|
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|
Summitry Llc
|
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|
Carter Financial Group, INC.
|
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Infrastructure Capital Advisors, Llc
|
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Precedent Wealth Partners, Llc
|
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Certified Advisory Corp
|
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Wells Fargo & Company/mn
|
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|
FT Vest Hedged Equity Income Fund: Series A2
|
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|
|
|
|
Crawford Fund Management, LLC
|
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|
Prudential Financial Inc
|
|
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|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
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|
Brave Asset Management Inc
|
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|
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
|
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|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Icapital Wealth Llc
|
|
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|
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|
BKPIX - Profunds - Banks Ultrasector Profund Investor Class
|
|
|
|
|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
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|
|
Chemistry Wealth Management LLC
|
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|
|
Garda Capital Partners Lp
|
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|
Sound Income Strategies, LLC
|
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|
Susquehanna International Group, Llp
|
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|
Great Lakes Retirement, Inc.
|
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|
|
Shepherd Financial Partners LLC
|
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|
|
Cable Hill Partners, LLC
|
|
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|
|
Wealthspire Advisors, LLC
|
|
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|
|
Xcel Wealth Management, LLC
|
|
|
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|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Napatree Capital Llc
|
|
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|
|
Friedenthal Financial
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
First Wilshire Securities Management Inc
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares
|
|
|
|
|
|
Disciplined Growth Investors Inc /mn
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
Pennington Partners & Co., Llc
|
|
|
|
|
|
Sculptor Capital LP
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
WPLCX - WP Trust - WP Large Cap Income Plus Fund Institutional Class Shares
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
CV Advisors LLC
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
Saba Capital Management, L.P.
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Bull Oak Capital, LLC
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Pinnbrook Capital Management Lp
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Econ Financial Services Corp
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Constant Guidance Financial LLC
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Latash Investments, LLC
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
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|
Bradley Foster & Sargent Inc/ct
|
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|
Sky Investment Group LLC
|
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Hudson Valley Investment Advisors Inc /adv
|
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|
New York State Teachers Retirement System
|
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Evelyn Partners Investment Management LLP
|
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Private Advisor Group, LLC
|
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Cascades Capital Asset Management, LLC
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
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FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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Pcg Asset Management, Llc
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Veracity Capital LLC
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Terril Brothers, Inc.
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May Barnhard Investments LLC
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Sentry LLC
|
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Sunflower Bank, N.A.
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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Westwood Holdings Group Inc
|
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Wealthbridge Capital Management, Llc
|
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Wernau Asset Management Inc.
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Milestones Private Investment Advisors LLC
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Pnc Financial Services Group, Inc.
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Cozad Asset Management Inc
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Altiora Financial Group, LLC
|
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Congress Park Capital LLC
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
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Keebeck Wealth Management, LLC
|
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Graney & King, LLC
|
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Dimension Capital Management Llc
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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Elyxium Wealth, LLC
|
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BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
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Beckerman Institutional, LLC
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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Kimelman & Baird, LLC
|
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|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
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Mechanics Financial Corp
|
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Main Street Financial Solutions, LLC
|
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CoreFirst Bank & Trust
|
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WFA Asset Management Corp
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
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Wealth Dimensions Group, Ltd.
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Griffith & Werner, Inc.
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PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
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Parcion Private Wealth LLC
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GoodHaven Capital Management, LLC
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Colonial Trust Co / SC
|
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Tounjian Advisory Partners, Llc
|
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Allianzgi Diversified Income & Convertible Fund
|
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Valley National Advisers Inc
|
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NewSquare Capital LLC
|
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BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
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Rathbone Brothers plc
|
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VGI Partners Ltd
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Thrive Wealth Management, LLC
|
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ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
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Bank Of Nova Scotia
|
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ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
|
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Archer Investment Corp
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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BridgePort Financial Solutions, LLC
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Gibbs Wealth Management
|
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Allworth Financial LP
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Wealthfront Advisers Llc
|
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JTC Employer Solutions Trusteee Ltd
|
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HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
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William B. Walkup & Associates, Inc.
|
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ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
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|
First National Bank Sioux Falls
|
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Wayfinding Financial, LLC
|
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Bank OZK
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
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|
Tompkins Financial Corp
|
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Douglass Winthrop Advisors, LLC
|
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Financial Connections Group, Inc.
|
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|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
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|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
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|
|
Banco BTG Pactual S.A.
|
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|
|
Eads & Heald Wealth Management
|
|
|
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|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
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|
|
Brighton Jones Llc
|
|
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|
Manning & Napier Advisors Llc
|
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|
|
Check Capital Management Inc/ca
|
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|
|
Pvg Asset Management Corp
|
|
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|
|
Team Financial Group, LLC
|
|
|
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|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Bush Investment Group, Llc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Wela Strategies, Inc.
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
BRTNX - PFS FUNDS - Bretton Fund
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Sykon Capital Llc
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Clay Northam Wealth Management, LLC
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
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Private Trust Co Na
|
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LexAurum Advisors, LLC
|
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|
Ti-trust, Inc
|
|
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SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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|
Golden State Equity Partners
|
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RMBKX - RMB INVESTORS TRUST - RMB Mendon Financial Services Fund Class A
|
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|
Skba Capital Management Llc
|
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|
Clarus Group, Inc.
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Financial Life Planners
|
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Gitterman Wealth Management, LLC
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
Bank of Jackson Hole Trust
|
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Sentinel Pension Advisors Inc
|
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FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
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|
|
|
McNamara Financial Services, Inc.
|
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|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Cullen Investment Group, Ltd.
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HC Advisors, LLC
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Founders Grove Wealth Partners, Llc
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BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
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ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
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Diligent Investors, LLC
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Zwj Investment Counsel Inc
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Abbot Financial Management, Inc.
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Varma Mutual Pension Insurance Co
|
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West Wealth Group, LLC
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Blue Capital, Inc.
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Shorepoint Capital Partners LLC
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NJ State Employees Deferred Compensation Plan
|
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Global Strategic Investment Solutions, LLC
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PMC FIG Opportunities LLC
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ProShare Advisors LLC
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CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
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Nwam Llc
|
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Headinvest, Llc
|
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Whitener Capital Management, Inc.
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Citizens Business Bank
|
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GoalVest Advisory LLC
|
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EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
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Facet Wealth, Inc.
|
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Wellington Shields Capital Management, LLC
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Howard Capital Management Group, LLC
|
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Founders Financial Alliance, LLC
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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|
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APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
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Trifecta Capital Advisors, LLC
|
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Ausdal Financial Partners, Inc.
|
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JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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Ostrum Asset Management
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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Nicholas Investment Partners, LP
|
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ARFFX - ARIEL INVESTMENT TRUST - Ariel Focus Fund Investor Class
|
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|
Colony Group, LLC
|
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Astoria Portfolio Advisors LLC.
|
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Capital Performance Advisors Llp
|
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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|
Alpine Total Dynamic Dividend Fund
|
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RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class
|
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Meridian Investment Counsel Inc.
|
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FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A
|
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|
Scotia Capital Inc.
|
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ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
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|
LifeWealth Investments, LLC
|
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Morling Financial Advisors, LLC
|
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Invenio Wealth Partners Llc
|
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|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
Janney Montgomery Scott LLC
|
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|
CIBC World Markets Inc.
|
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Arnhold LLC
|
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Verition Fund Management LLC
|
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Balyasny Asset Management Llc
|
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BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
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|
Everhart Financial Group, Inc.
|
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|
Fluent Financial, LLC
|
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|
|
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
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|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
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|
|
|
Investment Advisory Group, LLC
|
|
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|
Gould Asset Management Llc /ca/
|
|
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|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
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|
|
Voya Prime Rate Trust
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
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|
|
|
VisionPoint Advisory Group, LLC
|
|
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|
|
GAM Holding AG
|
|
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|
|
Emprise Bank
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Old National Bancorp /in/
|
|
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|
|
|
Manchester Capital Management LLC
|
|
|
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|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Eastover Investment Advisors LLC
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
Chou Associates Management Inc.
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Ruffer LLP
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Steele Capital Management, Inc.
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A)
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Bretton Capital Management, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Berkshire Hathaway Inc
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
General Pension Society PZU Joint Stock Co
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Shapiro Capital Management Llc
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Tikehau Investment Management
|
|
|
|
|
|
1492 Capital Management LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Governors Lane LP
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Hill Island Financial Llc
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Himalaya Capital Management LLC
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
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|
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|
Mosaic Financial Group, Llc
|
|
|
|
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|
Ellevest, Inc.
|
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|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Bell Bank
|
|
|
|
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|
Intact Investment Management Inc.
|
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|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
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|
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|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Change Path, LLC
|
|
|
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|
|
FSRBX - FIDELITY SELECT PORTFOLIOS - Banking Portfolio
|
|
|
|
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|
Tlwm
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
DCF Advisers, LLC
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
Processus Wealth & Capital Management, LLC
|
|
|
|
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|
Ally Financial Inc.
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Von Berge Wealth Management Group, LLC
|
|
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|
|
Shoker Investment Counsel, Inc.
|
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|
|
Insigneo Advisory Services, Llc
|
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|
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|
|
Atala Financial Inc
|
|
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|
|
Amalgamated Bank
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
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|
Minichmacgregor Wealth Management, Llc
|
|
|
|
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|
Crown Wealth Group, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
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|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
ClearAlpha Technologies LP
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Profunds - Profund Vp Banks
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Kraematon Investment Advisors, Inc
|
|
|
|
|
|
QV Investors Inc.
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
OMAH - Tidal Trust III - VistaShares Target 15 Berkshire Select Income ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Pinnacle Associates Ltd
|
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DDFG, Inc
|
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ORBA Wealth Advisors, L.L.C.
|
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|
Pacer Advisors, Inc.
|
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|
Community Bank of Raymore
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
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|
Howe & Rusling Inc
|
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|
Y.D. More Investments Ltd
|
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|
State of Tennessee, Treasury Department
|
|
|
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|
Perigon Wealth Management, LLC
|
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|
Guidance Point Advisors, LLC
|
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|
Mindset Wealth Management, Llc
|
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|
Commerce Bank
|
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|
Mendon Capital Advisors Corp
|
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|
Edge Wealth Management LLC
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
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|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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|
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|
Sivia Capital Partners, LLC
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|
Donaldson Capital Management, Llc
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Lmcg Investments, Llc
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|
Western Pacific Wealth Management, LP
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|
Fidelis Capital Partners, LLC
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|
University Of Texas/texas Am Investment Managment Co
|
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Blue Edge Capital, LLC
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|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
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|
Sippican Capital Advisors
|
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Balboa Wealth Partners
|
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FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
|
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|
Cypress Wealth Services, LLC
|
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Liberty Wealth Management Llc
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|
Ilmarinen Mutual Pension Insurance Co
|
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Prentice Wealth Management LLC
|
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BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
Zacks Investment Management
|
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|
Axa S.a.
|
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Jump Financial, LLC
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Delta Capital Management Llc
|
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Aster Capital Management (DIFC) Ltd
|
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TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A
|
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Wealthcare Capital Partners, LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
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|
World Equity Group, Inc.
|
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Bank of New Hampshire
|
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Sendero Wealth Management, LLC
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Atria Investments Llc
|
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Dana Investment Advisors, Inc.
|
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Police & Firemen's Retirement System of New Jersey
|
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|
Cresset Asset Management, LLC
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PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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Asset Management One Co., Ltd.
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
|
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|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
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|
FDx Advisors, Inc.
|
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Gabelli Funds Llc
|
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|
Graves-Light Private Wealth Management, Inc.
|
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|
Ferguson Wellman Capital Management, Inc
|
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|
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|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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|
Gwn Securities Inc.
|
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Quadrature Capital Ltd
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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North Forty Two & Co.
|
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VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
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|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
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|
Mbb Public Markets I Llc
|
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|
Border to Coast Pensions Partnership Ltd
|
|
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|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class
|
|
|
|
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|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
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|
|
|
Tarbox Family Office, Inc.
|
|
|
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|
Legacy Bridge, LLC
|
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|
First PREMIER Bank
|
|
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AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
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|
Townsquare Capital Llc
|
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|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
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|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
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|
BSW Wealth Partners
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
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|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
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|
Iams Wealth Management, Llc
|
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|
|
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|
Gerber Kawasaki Wealth & Investment Management
|
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|
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|
Basswood Capital Management, L.l.c.
|
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|
|
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|
Morningstar Investment Management LLC
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Azora Capital LP
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
|
|
|
|
|
Life Planning Partners, Inc
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
TBHDX - Tweedy, Browne Fund Inc. - Tweedy, Browne Worldwide High Dividend Yield Value Fund
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Requisite Capital Management, LLC
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
KWB Wealth
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Integrity Wealth Solutions LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Laird Norton Trust Company, Llc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
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Intrust Bank Na
|
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|
Fred Alger Management, Llc
|
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|
Boreal Capital Management LLC
|
|
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|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
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|
Patten & Patten Inc/tn
|
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|
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|
Forza Wealth Management, LLC
|
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|
Vinva Investment Management Ltd
|
|
|
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|
Greenwich Wealth Management LLC
|
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|
Weiss Asset Management LP
|
|
|
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|
TCG Advisory Services, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
|
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|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
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|
TCTC Holdings, LLC
|
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|
Alberta Investment Management Corp
|
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|
Interchange Capital Partners, LLC
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|
MCF Advisors LLC
|
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|
Mine & Arao Wealth Creation & Management, LLC.
|
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|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
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|
Andina Capital Management, LLC
|
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|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
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|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
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|
Next Level Private LLC
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
Lion Street Advisors, LLC
|
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|
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Associated Banc-corp
|
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TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
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|
Flagship Wealth Advisors, Llc
|
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
Gsa Capital Partners Llp
|
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|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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Round Hill Asset Management
|
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Wealth Enhancement Advisory Services, Llc
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Trivant Custom Portfolio Group, LLC
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ARS Wealth Advisors Group, LLC
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Lakewood Asset Management LLC
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Hartford Investment Management Co
|
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Bath Savings Trust Co
|
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TRUE Private Wealth Advisors
|
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|
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
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Total Investment Management Inc
|
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|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
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|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
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|
American Money Management, LLC
|
|
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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
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|
Oak Harvest Investment Services
|
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|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
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|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
|
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|
|
Financial Avengers, Inc.
|
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|
Spartan Planning & Wealth Management
|
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Journey Advisory Group, LLC
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
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|
Miramar Capital, LLC
|
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|
Buffington Mohr McNeal
|
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Richardson Capital Management LLC
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BRYN MAWR TRUST Co
|
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Albion Financial Group /ut
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
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|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
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|
Fiduciary Planning LLC
|
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|
Great Lakes Advisors, Llc
|
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Suvretta Capital Management, Llc
|
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|
Icon Advisers Inc/co
|
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|
Aprio Wealth Management, LLC
|
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|
Daymark Wealth Partners, Llc
|
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|
Alerus Financial Na
|
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|
Washington Trust Advisors, Inc.
|
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|
Hall Laurie J Trustee
|
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|
Westshore Wealth, LLC
|
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|
|
Tower Bridge Advisors
|
|
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|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
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|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
ARGA Investment Management, LP
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
TAGStone Capital, Inc.
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
Long Focus Capital Management, Llc
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Pb Investment Partners, L.p.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Duquesne Family Office LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Hanover Advisors Inc
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
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Kovitz Investment Group Partners, LLC
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Artisan Partners Limited Partnership
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BTG Pactual Asset Management US LLC
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Clarity Capital Partners LLC
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Oakworth Capital, Inc.
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Vision Financial Markets Llc
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Sharper & Granite LLC
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Avid Wealth Partners LLC
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Perkins Coie Trust Co
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
Wiley Bros.-aintree Capital, Llc
|
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Eq Wealth Advisors, Llc
|
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Mitchell Mcleod Pugh & Williams Inc
|
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|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
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Foster Victor Wealth Advisors, LLC
|
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Busey Wealth Management
|
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Wells Trecaso Financial Group, LLC
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Public Sector Pension Investment Board
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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Citizens National Bank Trust Department
|
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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|
Bell Investment Advisors, Inc
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Riversedge Advisors, Llc
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Curio Wealth, Llc
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JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
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FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
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Cannon Advisors, Inc.
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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Yousif Capital Management, Llc
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Voleon Capital Management Lp
|
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Great Valley Advisor Group, Inc.
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ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
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GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
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St. Clair Advisors, LLC
|
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BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
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LKEQX - LKCM Funds - LKCM Equity Fund
|
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|
Bedell Frazier Investment Counseling, LLC
|
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|
Louisiana State Employees Retirement System
|
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Clear Creek Financial Management, LLC
|
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Eaton Vance Tax Advantaged Dividend Income Fund
|
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|
SevenBridge Financial Group, LLC
|
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Key Client Fiduciary Advisors, LLC
|
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|
Ledgewood Wealth Advisors, LLC
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|
Cfm Wealth Partners Llc
|
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|
Mathes Company, Inc.
|
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Signature Wealth Management Partners, LLC
|
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Aviance Capital Partners, LLC
|
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Eclectic Associates Inc /adv
|
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FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
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|
Elevated Capital Advisors, LLC
|
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|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
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|
Alteri Wealth LLC
|
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|
Merit Financial Group, LLC
|
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Blue Barn Wealth, LLC
|
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|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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|
Americana Partners, LLC
|
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|
Howland Capital Management Llc
|
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Kozak & Associates, Inc.
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
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|
Atlantic Trust, LLC
|
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|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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|
Crake Asset Management LLP
|
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|
Clear Street Markets Llc
|
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Keudell/Morrison Wealth Management
|
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|
|
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|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
Campion Asset Management LLC
|
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|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
GSB Wealth Management, LLC
|
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|
Clark Asset Management, LLC
|
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|
Forge First Asset Management Inc.
|
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|
Duncker Streett & Co Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
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|
Baker Tilly Financial, Llc
|
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|
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|
West Michigan Advisors, Llc
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
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|
Sage Investment Counsel LLC
|
|
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|
|
Pacific Sun Financial Corp
|
|
|
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|
Atlas Private Wealth Advisors
|
|
|
|
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|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
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|
Callahan Advisors, LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Aquamarine Zurich AG
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Nicholson Meyer Capital Management, Inc.
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Svenska Handelsbanken AB (publ)
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Lee Johnson Capital Management, Llc
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Shikiar Asset Management Inc
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Kempner Capital Management Inc.
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
TL Private Wealth
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Cravens & Co Advisors, LLC
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Prairiewood Capital, LLC
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
Rainey & Randall Investment Management Inc.
|
|
|
|
|
|
HFG Advisors, Inc.
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
JAKWX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class NAV
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Actiam N.v.
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
GSIB - Themes ETF Trust - Themes Global Systemically Important Banks ETF
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Shorepath Capital Management LLC
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
MSA Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Hofer & Associates. Inc
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Ironsides Asset Advisors, LLC
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
