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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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Three Seasons Wealth, LLC
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Motco
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JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
|
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|
Evergreen Wealth Solutions, LLC
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Semus Wealth Partners LLC
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High Net Worth Advisory Group LLC
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Legacy Wealth Managment, LLC/ID
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NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
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Rexford Capital Inc
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Stone House Investment Management, LLC
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Allianz Se
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Embree Financial Group
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Lighthouse Financial LLC
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Community Bank, N.A.
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Codex Capital Asset Management L.L.C.
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Ascent Capital Management, LLC
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Kavar Capital Partners Group, Llc
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Monarch Capital Management Inc/
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BG Investment Services, Inc.
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Kestra Investment Management, LLC
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MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
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GKV Capital Management Co., Inc.
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Wright Investors Service Inc
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Wealth Quarterback LLC
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Wealth Alliance Advisory Group, LLC
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B Group, Inc.
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
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Pioneer Trust Bank N A/or
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
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BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
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AJ Advisors, LLC
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ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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Miller Investment Management, LP
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VCIGX - VALIC Co I - Dividend Value Fund
|
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IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
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North Forty Two & Co.
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Nuveen Multi-Asset Income Fund
|
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CNEQ - Alger ETF Trust - Alger Concentrated Equity ETF
|
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James Investment Research Inc
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DSG Capital Advisors, LLC
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Visionary Wealth Advisors
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GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
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Wealthedge Investment Advisors, Llc
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Dorsey Wright & Associates
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Forte Capital Llc /adv
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DAVENPORT & Co LLC
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Patten Group, Inc.
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Allred Capital Management, LLC
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Voisard Asset Management Group, Inc.
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CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
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Capital Group Investment Management Pte. Ltd.
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Full Sail Capital, LLC
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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Manufacturers Life Insurance Company, The
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CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
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Ilmarinen Mutual Pension Insurance Co
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Capital Management Associates /ny/
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ERTS Wealth Advisors, LLC
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1st Source Bank
|
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CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
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TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
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Equitable Trust Co
|
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Global Trust Asset Management, LLC
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
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Stephens Consulting, LLC
|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
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Martin Currie Ltd
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Heritage Trust Co
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Krs Capital Management, Llc
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
|
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Blackhawk Capital Partners LLC.
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Opinicus Capital, Inc.
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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Dahring | Cusmano Llc
|
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Chicago Partners Investment Group LLC
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TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
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Morgan Dempsey Capital Management Llc
|
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Aqr Capital Management Llc
|
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RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
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|
Charter Oak Capital Management, LLC
|
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North Point Portfolio Managers Corp/oh
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American Capital Advisory, LLC
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Wall Street Access Asset Management, LLC
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Tsfg, Llc
|
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Mitchell Sinkler & Starr/pa
|
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FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
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10Elms LLP
|
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Spirit Of America Management Corp/ny
|
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Cobler Capital Management, LLC
|
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|
LEVOX - LAZARD FUNDS INC - Lazard US Equity Concentrated Portfolio Open Shares
|
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|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF
|
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|
|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
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|
Siemens Fonds Invest GmbH
|
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|
Blue Square Asset Management, Llc
|
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|
W.H. Cornerstone Investments Inc.
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|
Allianz Asset Management GmbH
|
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|
Banque Transatlantique SA
|
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|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
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|
|
STAR Financial Bank
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
NovaPoint Capital, LLC
|
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|
Man Group plc
|
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|
Williamson Legacy Group, LLC
|
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|
|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
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|
|
|
|
United Capital Management of KS, Inc.
|
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|
|
|
|
Bernard Wealth Management Corp.
|
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|
|
|
|
Sofinnova Investments, Inc.
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
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|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Lattice Capital Management, LLC
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Portland Investment Counsel Inc.
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Artia Global Partners LP
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
Calamos Global Total Return Fund
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
|
|
|
|
|
Strategic Financial Partners, Ltd.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Signet Financial Management, Llc
|
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|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
GDOC - Goldman Sachs ETF Trust - Goldman Sachs Future Health Care Equity ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Farrow Financial Inc.
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
Ergawealth Advisors, Inc.
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Forbes J M & Co Llp
|
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|
|
Adapt Wealth Advisors, Llc
|
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|
|
Revolve Wealth Partners, LLC
|
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|
Argus Investors' Counsel, Inc.
|
|
|
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|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
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|
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|
|
Spear Holdings RSC Ltd
|
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|
|
Stratos Wealth Partners, LTD.
|
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|
Nuveen, LLC
|
|
|
|
|
|
TOPT - iSHARES TRUST - iShares Top 20 U.S. Stocks ETF
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
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|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
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|
|
Rs Crum Inc.
|
|
|
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|
|
Eastern Bank
|
|
|
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|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Cresta Advisors, Ltd.
|
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|
|
Legacy Private Trust Co.
|
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|
National Asset Management, Inc.
|
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|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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|
|
Summitry Llc
|
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|
GeoWealth Management, LLC
|
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|
Polen Capital Management Llc
|
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|
CacheTech Inc.
|
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Capstone Investment Advisors, Llc
|
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
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|
|
Augustine Asset Management Inc
|
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|
Harwood Advisory Group, LLC
|
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|
Public Employees Retirement System Of Ohio
|
|
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|
Graney & King, LLC
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
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|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
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|
25 Llc
|
|
|
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|
|
Stonebridge Financial Group, LLC
|
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|
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|
J. L. Bainbridge & Co., Inc.
|
|
|
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|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
Oppenheimer & Co Inc
|
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|
|
|
|
Lmcg Investments, Llc
|
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|
|
Mariner, LLC
|
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FC Advisory LLC
|
|
|
|
|
|
CNECX - ALGER FUNDS - Alger Concentrated Equity Fund Class C
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
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|
BCGM Wealth Management, LLC
|
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CIBC Private Wealth Group, LLC
|
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SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
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|
|
|
Halbert Hargrove Global Advisors, Llc
|
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|
|
Wealth Advisors of Iowa, LLC
|
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|
Private Management Group Inc
|
|
|
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|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Sittner & Nelson, Llc
|
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|
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|
Arizona State Retirement System
|
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|
Jackson Square Capital, Llc
|
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|
Alan B. Lancz & Associates, Inc.
|
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|
Jensen Investment Management Inc
|
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|
Shelton Capital Management
|
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|
Zimmer Partners, LP
|
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|
Aviva Plc
|
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Algert Global Llc
|
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HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
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|
Wells Fargo & Company/mn
|
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First Manhattan Co
|
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|
Mfg Wealth Management, Inc.
|
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D.B. Root & Company, LLC
|
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|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
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|
|
Alteri Wealth LLC
|
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|
Barclays Plc
|
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|
JPL Wealth Management, LLC
|
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|
Ritter Daniher Financial Advisory LLC / DE
|
|
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|
|
Grassi Investment Management
|
|
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|
|
Sulzberger Capital Advisors, Inc.
|
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|
Heartland Bank & Trust Co
|
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|
|
Benin Management CORP
|
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|
Baker Tilly Financial, Llc
|
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|
Arlington Trust Co LLC
|
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|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
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|
Patriot Financial Group Insurance Agency, LLC
|
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|
Riversedge Advisors, Llc
|
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|
Hillsdale Investment Management Inc.
|
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|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
OZEM - Roundhill ETF Trust - Roundhill GLP-1 & Weight Loss ETF
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
EGGY - Tidal Trust III - NestYield Dynamic Income ETF
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
BlueCrest Capital Management Ltd
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Calamos Long/Short Equity & Dynamic Income Trust
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
AdviceOne Advisory Services, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares
|
|
|
|
|
|
Jackson Square Partners, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
|
|
|
|
|
TABR Capital Management, LLC
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Greater Midwest Financial Group, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Bravias Capital Group, LLC
|
|
|
|
|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Runnymede Capital Advisors, Inc.
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
SK Wealth Management, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
BWM Planning, LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
Gardner Lewis Asset Management L P
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
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Treasurer of the State of North Carolina
|
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FPHAX - FIDELITY SELECT PORTFOLIOS - Pharmaceuticals Portfolio
|
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Cape Investment Advisory, Inc.
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Advisor Group Holdings, Inc.
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OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
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Interchange Capital Partners, LLC
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BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
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Wedmont Private Capital
|
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Sarasin & Partners LLP
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Columbia River Financial Group, LLC
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John G Ullman & Associates Inc
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
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Elios Financial Group Inc.
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WESPAC Advisors SoCal, LLC
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HHM Wealth Advisors, LLC
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Alethea Capital Management, Llc
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GHP Investment Advisors, Inc.
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Atlas Capital Advisors Llc
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GoalVest Advisory LLC
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Capital Investment Advisors, LLC
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Ironwood Investment Counsel, LLC
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FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
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Davidson Trust Co
|
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Jnl Series Trust - Jnl/s&p 4 Fund (a)
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Amussen Hunsaker Associates Llc
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ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
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Cherrydale Wealth Management, Llc
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Arrow Capital Pty Ltd
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HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
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PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
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GWM Advisors LLC
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Joule Financial, LLC
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Simplify Asset Management Inc.
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Mirova US LLC
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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Louisiana State Employees Retirement System
|
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FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
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Glenview Trust Co
|
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Ronald Blue Trust, Inc.
|
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Wedge Capital Management L L P/nc
|
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FDx Advisors, Inc.
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Sunpointe, LLC
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Wolff Financial Management Llc
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Pflug Koory, LLC
|
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Ithaka Group Llc
|
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BKCG - BNY Mellon ETF Trust II - BNY Mellon Concentrated Growth ETF
|
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Financial Avengers, Inc.
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BCJ Capital Management, LLC
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Chris Bulman Inc
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GenTrust, LLC
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BCS Wealth Management
|
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Dorsey & Whitney Trust CO LLC
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Western Pacific Wealth Management, LP
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Sonata Capital Group Inc
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Keel Point, LLC
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Empower Advisory Group, LLC
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Coppell Advisory Solutions LLC
|
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Putnam ETF Trust - Putnam BioRevolution ETF -
|
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Westmount Partners, LLC
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Tobias Financial Advisors, Inc.
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Fiduciary Wealth Partners, LLC
|
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NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
|
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|
Northwest & Ethical Investments L.P.
|
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Oxbow Advisors, LLC
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NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
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Confluence Wealth Services, Inc.
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Sawgrass Asset Management Llc
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LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A
|
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Regions Financial Corp
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Pfc Capital Group, Inc.
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Saxon Interests, Inc.
|
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Hudson Value Partners, LLC
|
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Volterra Technologies LP
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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Quantbot Technologies LP
|
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BlackRock ETF Trust - BlackRock Large Cap Growth ETF
|
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
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Encompass Wealth Advisors, Llc
|
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BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
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Maltin Wealth Management, Inc.
|
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Somerset Trust Co
|
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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Stony Point Wealth Management Inc.
|
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Flagship Wealth Advisors, Llc
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
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|
Wellington Shields Capital Management, LLC
|
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|
Capital Advantage, Inc.
|
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|
Dynamic Wealth Strategies, LLC
|
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|
Cohen & Steers, Inc.
|
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West Oak Capital, LLC
|
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USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
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|
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|
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares
|
|
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AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
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Bearing Point Capital, Llc
|
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Biondo Investment Advisors, LLC
|
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|
Pettee Investors, Inc.
|
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Bridgeway Capital Management Inc
|
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|
|
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A
|
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|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
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MEDX - Listed Funds Trust - Horizon Kinetics Medical ETF
|
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|
|
Charter Trust Co
|
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|
Highland Capital Management, Llc
|
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|
First Trust Advisors Lp
|
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|
Paulson Wealth Management Inc.
|
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|
Wayfinding Financial, LLC
|
|
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|
Dsm Capital Partners Llc
|
|
|
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|
|
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
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|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
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|
|
|
|
Chelsea Counsel Co
|
|
|
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|
|
NEOS Investment Management LLC
|
|
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|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
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|
Mathes Company, Inc.
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
Cunning Capital Partners, LP
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Alpha Financial Advisors, LLC
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Ackerman Capital Advisors, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
HFG Advisors, Inc.
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Capstone Wealth Management Group, Llc
|
|
|
|
|
|
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
J. Stern & Co. LLP
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
Somerset Group LLC
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Redwood Investments, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
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Jag Capital Management, Llc
|
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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|
Cercano Management LLC
|
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|
Temasek Holdings (Private) Ltd
|
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|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
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|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
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|
|
Diamant Asset Management, Inc.
|
|
|
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|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
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|
Navellier & Associates Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
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|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
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|
Maple Capital Management, Inc.
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|
McClarren Financial Advisors, Inc.
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Atom Investors LP
|
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Tyche Wealth Partners LLC
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Raleigh Capital Management Inc.
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|
Sigma Planning Corp
|
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|
Venturi Wealth Management, LLC
|
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|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
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|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
|
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|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I
|
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|
Spreng Capital Management, Inc.
|
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MWA Asset Management
|
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New Covenant Trust Company, N.A.
|
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Cranbrook Wealth Management, LLC
|
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|
Brookwood Investment Group LLC
|
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Leelyn Smith, LLC
|
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McGlone Suttner Wealth Management, Inc.
|
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Fidelis Capital Partners, LLC
|
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|
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|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
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|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
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|
Centurion Wealth Management LLC
|
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Montag & Caldwell, Llc
|
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|
FLC Capital Advisors
|
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MBL Wealth, LLC
|
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Boston Private Wealth Llc
|
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Bank of Jackson Hole Trust
|
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Itau Unibanco Holding S.A.
|
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Monticello Wealth Management, Llc
|
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Fmr Llc
|
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|
Arvest Investments, Inc.
|
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Lumbard & Kellner, LLC
|
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First Command Advisory Services, Inc.
|
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Parisi Gray Wealth Management
|
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|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
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|
Prosperity Planning, Inc.
|
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Dunhill Financial, LLC
|
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|
Avantra Family Wealth, Inc.
|
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|
Prairie Wealth Advisors, Inc.
|
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|
Benjamin Edwards Inc
|
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|
Crestwood Advisors Group LLC
|
|
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|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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|
Mindset Wealth Management, Llc
|
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|
LCM Capital Management Inc
|
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|
Radnor Capital Management, LLC
|
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Cambridge Financial Group, LLC
|
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Allen Investment Management LLC
|
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Investment Management Corp of Ontario
|
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|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
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|
TOWER TRUST & INVESTMENT Co
|
|
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|
|
Credential Securities Inc.
|
|
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|
Black Swift Group, LLC
|
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|
Northwestern Mutual Wealth Management Co
|
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|
HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF
|
|
|
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|
Sanibel Captiva Trust Company, Inc.
|
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|
Parkman Healthcare Partners LLC
|
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|
Primecap Management Co/ca/
|
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|
FT Vest Total Return Income Fund: Series A2
|
|
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|
|
|
Compton Financial Group, LLC
|
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|
Piscataqua Savings Bank
|
|
|
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|
CFO4Life Group, LLC
|
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|
T. Rowe Price Investment Management, Inc.
|
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|
Financial Engines Advisors L.L.C.
|
|
|
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|
Balboa Wealth Partners
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
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|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
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|
Hickory Point Bank & Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Tema ETF Trust - Tema Oncology ETF
|
|
|
|
|
|
Illumine Investment Management, LLC
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
Wernau Asset Management Inc.
|
|
|
|
|
|
PILL - Direxion Shares ETF Trust - Direxion Daily Pharmaceutical & Medical Bull 3X Shares
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
Clear Street Llc
|
|
|
|
|
|
NWK Group, Inc.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Decatur Capital Management, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Bellevue Group AG
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
Hill Investment Group Partners, LLC
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Capstone Capital Wealth Advisors
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Valiant Capital Management, L.P.
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Tekla Healthcare Investors
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Potentia Wealth
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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|
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|
Beirne Wealth Consulting Services, LLC
|
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|
Options Solutions, Llc
|
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TL Private Wealth
|
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SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
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Perfromance Wealth Partners, LLC
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
Proficio Capital Partners LLC
|
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|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
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|
Mainstream Capital Management LLC
|
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|
Nordea Investment Management Ab
|
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PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
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|
King Luther Capital Management Corp
|
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|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
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|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
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|
Ethic Inc.
|
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|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
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|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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|
Redwood Investment Management, Llc
|
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Bridges Investment Management Inc
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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Elevation Series Trust - TrueShares Technology, AI & Deep Learning ETF
|
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|
W.G. Shaheen & Associates DBA Whitney & Co
|
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PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
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|
Marathon Capital Management
|
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|
Sterling Financial Group, Inc.
|
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Western Financial Corp/CA
|
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Kempen Capital Management N.v.
|
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DCF Advisers, LLC
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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PKO Investment Management Joint-Stock Co
|
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IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
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|
My Legacy Advisors, LLC
|
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Fort Washington Investment Advisors Inc /oh/
|
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|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
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|
Tower View Investment Management & Research LLC
|
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Gilbert & Cook, Inc.
|
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LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
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Allworth Financial LP
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Catalyst Private Wealth, Llc
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Manhattan West Asset Management, LLC
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MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
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Hobbs Wealth Management, LLC
|
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Headinvest, Llc
|
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Templeton & Phillips Capital Management, LLC
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Wsfs Capital Management, Llc
|
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USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
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Sage Mountain Advisors LLC
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CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
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Richwood Investment Advisors, LLC
|
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BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
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Loomis Sayles & Co L P
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Birch Hill Investment Advisors LLC
|
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FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
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|
First PREMIER Bank
|
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|
Clear Harbor Asset Management, LLC
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21 West Wealth Management LLC
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Ulland Investment Advisors, LLC
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Alesco Advisors Llc
|
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Gulf International Bank (UK) Ltd
|
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Northside Capital Management, LLC
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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JDM Financial Group LLC
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|
Virtus Investment Advisers, Inc.
|
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|
Bigelow Investment Advisors, LLC
|
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Affiance Financial, LLC
|
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|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
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|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
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|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
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|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
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|
Prosperity Financial Group, Inc.
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
|
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
|
|
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|
Ariadne Wealth Management, LP
|
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|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
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|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
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|
jvl associates llc
|
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|
Mendota Financial Group, LLC
|
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|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
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|
|
|
One + One Wealth Management, Llc
|
|
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|
|
LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF
|
|
|
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|
|
Cypress Capital Group
|
|
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|
Merrion Investment Management Co, LLC
|
|
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|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
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|
Principal Street Partners, LLC
|
|
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|
|
HRTS - Tema ETF Trust - Tema Cardiovascular and Metabolic ETF
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
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|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
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|
|
New York State Teachers Retirement System
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Claris Advisors, Llc / Mo /
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
BRUFX - Bruce Fund Inc - Bruce Fund
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
CMH Wealth Management LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Heritage Wealth Partners, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Emerald Mutual Fund Advisers Trust
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
Perissos Private Wealth Management, LLC
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Littlejohn Financial Services, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
WealthTrust Asset Management, LLC
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Cyr Financial Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
Saratoga Research & Investment Management
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
POLRX - FundVantage Trust - Polen Growth Fund Investor Class
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
New Capital Management LP
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
|
|
|
|
|
Triune Financial Partners, LLC
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Ayrshire Capital Management LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Fairfield Financial Advisors, LTD
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
Gunderson Capital Management Inc.
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Laidlaw Wealth Management LLC
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
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|
Mirova
|
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|
|
Wambolt & Associates, LLC
|
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|
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|
Granite Group Advisors, LLC
|
|
|
|
|
|
Matthew 25 Management Corp
|
|
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|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
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|
|
|
JB Capital LLC
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
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|
TCG Advisory Services, LLC
|
|
|
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|
Versant Capital Management, Inc
|
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|
|
|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
|
|
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|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
Td Private Client Wealth Llc
|
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|
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|
Single Point Partners, LLC
|
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|
RFP Financial Group LLC
|
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Marco Investment Management Llc
|
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|
Gitterman Wealth Management, LLC
|
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|
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|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
River Street Advisors LLC
|
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|
Amplius Wealth Advisors, LLC
|
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|
StoneCrest Wealth Management, Inc.
|
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|
Fulton Bank, N.a.
|
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|
|
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|
Twin Lakes Capital Management, LLC
|
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|
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|
ProShare Advisors LLC
|
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|
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|
|
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
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|
Cahaba Wealth Management, Inc.
|
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|
Victory Financial Group, Llc
|
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|
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|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
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|
Syntegra Private Wealth Group, LLC
|
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|
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|
Richard P Slaughter Associates Inc
|
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|
Berkshire Bank
|
|
|
|
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|
Trust Co of the South
|
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|
Cm Wealth Advisors Llc
|
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|
Ade, Llc
|
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|
Martin Worley Group
|
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|
Summit Global Investments
|
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|
Annex Advisory Services, LLC
|
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|
Artemis Investment Management LLP
|
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|
Lvm Capital Management Ltd/mi
|
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|
Sound Income Strategies, LLC
|
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|
First Fiduciary Investment Counsel, Inc.
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
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|
|
|
LongView Wealth Management
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Tekla Healthcare Opportunities Fund
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
Sirios Capital Management L P
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Peterson Wealth Management
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
MNTL - Tema ETF Trust - Tema Neuroscience and Mental Health ETF
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Blackhill Capital Inc
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Wells Fargo Global Dividend Opportunity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Orbimed Advisors Llc
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Peirce Capital Management, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
Planning Center, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Karani Asset Management LLC
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Silver Oak Advisory Group, Inc.
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Teewinot Capital Advisers, L.L.C.
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Biltmore Wealth Management, LLC
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
Guardian Financial Partners, LLC
|
|
|
|
|
|
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Pps&v Asset Management Consultants, Inc.
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
|
|
|
|
|
Client First Investment Management LLC
|
|
|
|
|
|
Barden Capital Management, Inc.
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Helios Capital Management Pte. Ltd
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Private Wealth Advisors, LLC
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Morgens Waterfall Vintiadis & Co Inc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
Stelac Advisory Services LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
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Lombard Odier Asset Management (Switzerland) SA
|
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Arete Wealth Advisors, LLC
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|
Joel Adams & Associates, Inc.
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|
Retirement Income Solutions, Inc
|
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Resources Management Corp /ct/ /adv
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Lyell Wealth Management, Lp
|
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Trust Co Of Oklahoma
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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IMC-Chicago, LLC
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Bank of Marin
|
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|
XPH - SPDR SERIES TRUST - SPDR(R) S&P(R) Pharmaceuticals ETF
|
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Obermeyer Wood Investment Counsel, Lllp
|
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Mmbg Investment Advisors Co.
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Brave Asset Management Inc
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Alpha Omega Wealth Management LLC
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Parsons Capital Management Inc/ri
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PMV Capital Advisers, LLC
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
Level Financial Advisors, Inc.
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Weaver Capital Management LLC
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
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Lebenthal Global Advisors, LLC
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Hudson Valley Investment Advisors Inc /adv
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Guild Investment Management, Inc.
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Main Street Research LLC
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WFA of San Diego, LLC
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Wealth Alliance
|
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Blume Capital Management, Inc.
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DT Investment Partners, LLC
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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Barnes Pettey Financial Advisors, Llc
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Peak Financial Management, Inc.
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Canada Pension Plan Investment Board
|
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CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
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Eventide Asset Management, Llc
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Trustmark National Bank Trust Department
|
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Dodds Wealth, LLC
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
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PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
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Sterneck Capital Management, LLC
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YANKCOM Partnership
|
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BIP Alliance, LLC
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O'Brien Greene & Co. Inc
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Citizens National Bank Trust Department
|
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Credit Agricole S A
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Aviso Financial Inc.
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FineMark National Bank & Trust
|
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FT Vest Hedged Equity Income Fund: Series B1
|
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AdvisorNet Financial, Inc
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Avanza Fonder AB
|
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ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
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Leonard Rickey Investment Advisors P.L.L.C.
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TigerOak Management, L.L.C.
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Franklin Resources Inc
|
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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Eagle Rock Investment Company, Llc
|
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1776 Wealth LLC
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Signal Tree Financial Partners Llc
|
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OmniStar Financial Group, Inc.
|
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Factory Mutual Insurance Co
|
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|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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|
IAM Advisory, LLC
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May Barnhard Investments LLC
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Bath Savings Trust Co
|
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Mml Investors Services, Llc
|
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|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Invesco Ltd.
|
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Fortune 45 LLC
|
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Kennedy Investment Group
|
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WealthPLAN Partners, LLC
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Centre Asset Management, LLC
|
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B. Metzler seel. Sohn & Co. AG
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
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FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
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|
Wealth Effects Llc
|
|
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|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
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|
|
MBA Advisors LLC
|
|
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|
Orion Investment Co
|
|
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|
Robertson Stephens Wealth Management, LLC
|
|
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|
Gilliland Jeter Wealth Management LLC
|
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|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
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|
Boothbay Fund Management, Llc
|
|
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|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
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|
|
Citizens Financial Group Inc/ri
|
|
|
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|
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
Synergy Investment Management, LLC
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Bmc Fund Inc
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Advanced Portfolio Management, LLC
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Fiduciary Planning LLC
|
|
|
|
|
|
HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
Blackrock Enhanced Capital & Income Fund, Inc.
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Wall Street Financial Group, Inc.
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
GQETX - GMO TRUST - GMO Quality Fund Class III
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Future Consumer Equity ETF
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
Main Line Retirement Advisors, LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
Ndwm Llc
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
Owl Creek Asset Management, L.P.
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Capasso Planning Partners LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
|
|
|
|
|
Prudent Investors Network
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
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USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
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|
Virginia Retirement Systems Et Al
|
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|
Glynn Capital Management Llc
|
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Parr Mcknight Wealth Management Group, Llc
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|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
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|
|
Mason Investment Advisory Services, Inc.
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|
4wealth Advisors, Inc.
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Frank, Rimerman Advisors LLC
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|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
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|
Sycomore Asset Management
|
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Astra Wealth Partners LLC
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Private Advisory Group LLC
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|
Richards, Merrill & Peterson, Inc.
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Walter & Keenan Financial Consulting Co /mi/ /adv
|
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Texas Capital Bancshares Inc/tx
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GNOM - Global X Funds - Global X Genomics & Biotechnology ETF
|
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SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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DiMeo Schneider & Associates, L.L.C.
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Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
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Game Creek Capital, LP
|
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Resona Asset Management Co.,Ltd.
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
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Haven Capital Group, Inc.
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SRS Capital Advisors, Inc.
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Tarbox Family Office, Inc.
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Hartford Investment Management Co
|
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
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Aristotle Atlantic Partners, Llc
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GSG Advisors LLC
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Lmp Capital & Income Fund Inc.
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
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BSW Wealth Partners
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Guidance Capital, Inc
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Vestia Personal Wealth Advisors
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Fayez Sarofim & Co
|
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Perritt Capital Management Inc
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Cary Street Partner Investment Advisory Llc
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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Moloney Securities Asset Management, LLC
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ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
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Capital Advisors Wealth Management, LLC
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Strategic Financial Concepts, LLC
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Prosperitas Financial LLC
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Perkins Coie Trust Co
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Core Wealth Partners LLC
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Private Advisor Group, LLC
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Lockerman Financial Group, Inc.
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SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
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Enterprise Financial Services Corp
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Cox Capital Mgt LLC
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Chemung Canal Trust Co
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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Caldwell Securities, Inc
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Philadelphia Trust Co
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Janney Montgomery Scott LLC
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Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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Hrc Wealth Management, Llc
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Park Edge Advisors, LLC
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Steel Peak Wealth Management LLC
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J. Goldman & Co LP
|
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Bragg Financial Advisors, Inc
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SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
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Busey Wealth Management
|
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Stance Capital Llc
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Tiger Global Management Llc
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Petredis Investment Advisors Llc
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Commonwealth Financial Services, LLC
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JT Stratford LLC
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Prossimo Advisors, LLC
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Mission Creek Capital Partners, Inc.
|
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Savoie Capital LLC
|
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Advisors Capital Management, LLC
|
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|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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|
Nippon Life Global Investors Americas, Inc.
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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Kathmere Capital Management, LLC
|
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MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
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|
Good Steward Wealth Advisors,LLC
|
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FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
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|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
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|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
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|
State of Alaska, Department of Revenue
|
|
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|
BancorpSouth Bank
|
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|
Evolution Wealth Management Inc.
|
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|
SNS Financial Group, LLC
|
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|
Sandy Spring Bank
|
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|
Financial Advisory Service, Inc.
|
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EdgeRock Capital LLC
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
RMR Wealth Builders
|
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|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
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|
Garrison Point Advisors, Llc
|
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|
Ritholtz Wealth Management
|
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|
Taylor Hoffman Capital Management LLC
|
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|
Northwest Bancshares, Inc.
|
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|
David R. Rahn & Associates Inc.
|
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|
Kornitzer Capital Management Inc /ks
|
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|
United Bank
|
|
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|
111 Capital
|
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|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
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|
Investment Partners, Ltd.
|
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|
DJE Kapital AG
|
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|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
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|
Eagle Wealth Strategies Llc
|
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|
Townsquare Capital Llc
|
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|
Twin Capital Management Inc
|
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|
GK Wealth Management LLC
|
|
|
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|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Shikiar Asset Management Inc
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Brooktree Capital Management
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Unio Capital LLC
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Balance Wealth, LLC
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
FFG Partners, LLC
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Nicholson Meyer Capital Management, Inc.
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Panoramic Capital, LLC
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
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|
Park National Corp /oh/
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Duquesne Family Office LLC
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Altiora Financial Group, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Karpus Management, Inc.
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Ptm Wealth Management, Llc
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
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|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
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|
N.E.W. Advisory Services LLC
|
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Nbw Capital Llc
|
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TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
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|
Covington Investment Advisors Inc.
|
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Mufg Securities Americas Inc.
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FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
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RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF
|
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Silvia Mccoll Wealth Management, Llc
|
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Heirloom Wealth Management
|
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Stone Point Wealth LLC
|
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Howard Financial Services, Ltd.
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I
|
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ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
|
|
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|
von Borstel & Associates, Inc.
|
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USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
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|
Jacobs & Co/ca
|
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Illinois Municipal Retirement Fund
|
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Secured Retirement Advisors, Llc
|
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Matrix Trust Co
|
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Connor, Clark & Lunn Investment Management Ltd.
|
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Riverwater Partners LLC
|
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EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
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Bender Robert & Associates
|
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Boston Research & Management Inc
|
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Wealthquest Corp
|
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FIL Ltd
|
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Covea Finance
|
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BluePointe Capital Management, LLC
|
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Impax Asset Management Group plc
|
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AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
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|
Mather Group, Llc.
|
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PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
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|
Cove Private Wealth, LLC
|
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ADAR1 Capital Management, LLC
|
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Oak Ridge Investments Llc
|
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Morgan Stanley
|
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Capstone Financial Advisors, Inc.
|
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LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
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VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
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Stephenson National Bank & Trust
|
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|
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Legacy Capital Wealth Partners, LLC
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
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|
|
CLARET ASSET MANAGEMENT Corp
|
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Sfmg, Llc
|
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Gateway Investment Advisers Llc
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Meridian Financial Partners LLC
|
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Somerville Kurt F
|
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
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|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
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Kestra Advisory Services, LLC
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
Planned Solutions, Inc.
|
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Redwood Park Advisors LLC
|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
Sage Private Wealth Group, Llc
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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Gerber, Llc
|
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Bellecapital International Ltd.
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
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|
Marks Group Wealth Management, Inc
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
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|
Monument Capital Management
|
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|
Parallel Advisors, LLC
|
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|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
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|
Bordeaux Wealth Advisors LLC
|
|
|
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|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Napatree Capital Llc
|
|
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|
RFG Advisory, LLC
|
|
|
|
|
|
ELIL - Direxion Shares ETF Trust - Direxion Daily LLY Bull 2X Shares
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
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|
AlphaCore Capital LLC
|
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|
Geode Capital Management, Llc
|
|
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|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
EGGQ - Tidal Trust III - NestYield Visionary ETF
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Caas Capital Management Lp
|
|
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|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Keb Asset Management, Llc
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Daner Wealth Management, LLC
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Helium Advisors LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Continental Investors Services, Inc.
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
PFM Health Sciences, LP
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
O'Connor Financial Group LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
West Chester Capital Advisors, Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Styrax Capital, LP
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Aspiring Ventures, LLC
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
PFG Private Wealth Management, LLC
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
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|
Demars Financial Group, LLC
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|
Stillwater Capital Advisors, LLC
|
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|
Providence Wealth Advisors, LLC
|
|
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|
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A
|
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|
PARUS FINANCE (UK) Ltd
|
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|
Artisan Partners Limited Partnership
|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
|
Fairfield, Bush & Co.
|
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|
Chemistry Wealth Management LLC
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|
Constitution Capital LLC
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|
Meridian Wealth Partners, LLC
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|
LRI Investments, LLC
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|
Essential Planning, LLC.
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|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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|
ACT Advisors, LLC.
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|
Beacon Financial Advisory LLC
|
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|
Gen-Wealth Partners Inc
|
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|
Invesco, Llc
|
|
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|
1620 Investment Advisors, Inc.
|
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|
Mitchell Mcleod Pugh & Williams Inc
|
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|
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|
Ashton Thomas Private Wealth, LLC
|
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|
Hurlow Wealth Management Group, Inc.
|
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|
Advanced Asset Management Advisors Inc
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|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
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|
Wealth Management Partners, LLC
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
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|
Westwood Holdings Group Inc
|
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|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
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|
M&G Plc
|
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|
Tcw Group Inc
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Walleye Capital LLC
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Steward Partners Investment Advisory, Llc
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Schnieders Capital Management Llc
|
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FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
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|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
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|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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|
GFG Capital, LLC
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|
Merit Financial Group, LLC
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Next Level Private LLC
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EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
|
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NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
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|
Hardy Reed LLC
|
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JGP Global Gestao de Recursos Ltda.
|
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Harvest Investment Services, LLC
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FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
|
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|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
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|
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
|
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Madison Park Capital Advisors, LLC
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FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
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|
Community Bank & Trust, Waco, Texas
|
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|
Goepper Burkhardt LLC
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|
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A
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Tema Etfs Llc
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Erste Asset Management GmbH
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ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
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|
Valued Wealth Advisors LLC
|
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|
Semmax Financial Advisors Inc.
|
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|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
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FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
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|
Pacific Sun Financial Corp
|
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Wealthspan Partners, Llc
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
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Close Asset Management Ltd
|
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Fortress Private Ledger, Llc
|
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Virtue Capital Management, LLC
|
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|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
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|
Aigen Investment Management, Lp
|
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|
Sterling Financial Planning, Inc.
|
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|
Kaye Capital Management
|
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HT Partners LLC
|
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Gw Henssler & Associates Ltd
|
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|
Webster Bank, N. A.
|
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|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
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|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
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|
J Hagan Capital, Inc.
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
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|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
Walkner Condon Financial Advisors LLC
|
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|
Talon Private Wealth, LLC
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
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|
Hengehold Capital Management Llc
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
SwitchPoint Financial Planning, LLC
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
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|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Williams & Novak, LLC
|
|
|
|
|
|
Baring Financial LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
eCIO, Inc.
|
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Bristol Gate Capital Partners Inc.
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
GURU - Global X Funds - Global X Guru Index ETF
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Focused Growth ETF
|
|
|
|
|
|
Coatue Management Llc
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Gouws Capital LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
LLYX - Tidal Trust II - Defiance Daily Target 2X Long LLY ETF
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Iyo Bank, Ltd.
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Brick & Kyle, Associates
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
|
|
|
|
|
SAOPX - Segall Bryant & Hamill Trust - Barrett Opportunity Fund Retail Class
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Passive Capital Management, LLC.
|
|
|
|
|
|
Dymon Asia Capital (singapore) Pte. Ltd.
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
Persistent Asset Partners Ltd
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
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|
Dimensional Fund Advisors Lp
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|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
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Longview Financial Advisors, Inc.
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Onefund, Llc
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KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
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ROI Financial Advisors, LLC
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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Whitener Capital Management, Inc.
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
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Transcend Wealth Collective, Llc
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Lord, Abbett & Co. Llc
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Abn Amro Investment Solutions
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Financial Management Network Inc
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Eaton Vance Tax-managed Buy-write Income Fund
|
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|
Zullo Investment Group, Inc.
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James Hambro & Partners
|
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Summit X, LLC
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Goldstream Capital Management Ltd
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Finley Financial, LLC
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BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
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Liberty Wealth Management Llc
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S.A. Mason LLC
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B.O.S.S. Retirement Advisors, LLC
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VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
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IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
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Standard Life Aberdeen plc
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FT Vest Total Return Income Fund: Series A3
|
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PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
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FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
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|
First Horizon Advisors, Inc.
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Catalina Capital Group, LLC
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Centerpoint Advisory Group
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Lifelong Wealth Advisors, Inc.
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Bouvel Investment Partners, LLC
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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Heritage Family Offices, LLP
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Martingale Asset Management L P
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Longbow Finance SA
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Allstate Corp
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Cedar Mountain Advisors, LLC
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Mandatum Life Insurance Co Ltd
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Janus Henderson Group Plc
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Klingenstein Fields & Co Lp
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Zrc Wealth Management, Llc
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SLT Holdings LLC
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First American Trust, Fsb
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BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
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Corient IA LLC
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Hilltop Partners LLC
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Cvfg Llc
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Sawyer & Company, Inc
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JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
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NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
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Intelligence Driven Advisers, LLC
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Bridger Management, Llc
|
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J.w. Cole Advisors, Inc.
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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Kirr Marbach & Co Llc /in/
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Kovack Advisors, Inc.
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Occidental Asset Management, LLC
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Rossby Financial, LCC
|
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Gladius Capital Management LP
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Vident Advisory, LLC
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Us Bancorp \de\
|
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Bessemer Group Inc
|
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FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
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Forum Financial Management, LP
|
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Price T Rowe Associates Inc /md/
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
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|
Bruce G. Allen Investments, LLC
|
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|
Luts & Greenleigh Group, Inc
|
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Canopy Partners, LLC
|
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|
Bolthouse Investments, LLC
|
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|
Consolidated Portfolio Review Corp
|
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|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
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|
|
Greykasell Wealth Strategies, Inc.
|
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|
Dynamic Advisor Solutions LLC
|
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|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
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|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
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|
Lane & Associates LLC
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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|
SJS Investment Consulting Inc.
|
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|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
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|
Global Strategic Investment Solutions, LLC
|
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|
Calton & Associates, Inc.
|
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|
Hoertkorn Richard Charles
|
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Anchor Capital Advisors Llc
|
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Amica Mutual Insurance Co
|
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|
Trilogy Capital Inc.
|
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|
Game Plan Financial Advisors, LLC
|
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|
Blue Rock Wealth Management LLC
|
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|
683 Capital Management, LLC
|
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|
Nixon Peabody Trust Co
|
|
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|
Beacon Capital Management, LLC
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
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|
Collaborative Wealth Managment Inc.
|
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|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
|
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|
Ostrum Asset Management
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
PJBF - PGIM ETF TRUST - PGIM Jennison Better Future ETF
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
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|
|
GenWealth Group, Inc.
|
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|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Waycross Partners, Llc
|
|
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|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Eleva Capital SAS
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Client First Capital LLC
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
Sectoral Asset Management Inc
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Telligent Fund, LP
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Kagan Cocozza Asset Management
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
Scott Capital Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
Centerline Wealth Advisors, LLC
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
VanderPol Investments L.L.C.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Rice Hall James & Associates, Llc
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Tran Capital Management, L.p.
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Prakash Investment Advisors Llc
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
GraniteShares Advisors LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
Cornerstone Management, Inc.
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
|
|
|
MXXVX - Matthew 25 Fund - Matthew 25 Fund
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Golden Road Advisors Llc
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
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|
Syon Capital Llc
|
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|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
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|
RTD Financial Advisors, Inc.
|
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|
OneAscent Wealth Management LLC
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Brandywine Managers, Llc
|
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Dock Street Asset Management Inc
|
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NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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|
Hazlett, Burt & Watson, Inc.
|
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North Capital, Inc.
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Howard Hughes Medical Institute
|
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Element Wealth, LLC
|
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Main Street Financial Solutions, LLC
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TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
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|
Woodmont Investment Counsel Llc
|
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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|
Jacobi Capital Management LLC
|
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|
Guggenheim Strategic Opportunities Fund
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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|
Capitol Family Office, Inc.
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Profunds - Profund Vp Large-cap Growth
|
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Korea Investment CORP
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Shum Financial Group, Inc.
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TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
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Savvy Advisors, Inc.
|
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Quest 10 Wealth Builders, Inc.
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PHPIX - Profunds - Pharmaceuticals Ultrasector Profund Investor Class
|
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Cladis Investment Advisory, LLC
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Advisory Alpha, LLC
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FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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State Farm Mutual Automobile Insurance Co
|
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Balentine LLC
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Atlas Brown,Inc.
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Nicholson Wealth Management Group, LLC
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Logan Capital Management Inc
|
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|
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
|
|
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|
Red Spruce Capital, LLC
|
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PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
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Voleon Capital Management Lp
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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|
Anchor Investment Management, LLC
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Wallace Advisory Group, LLC
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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Sapient Capital Llc
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JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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Oversea-Chinese Banking CORP Ltd
|
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Integral Investment Advisors, Inc.
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Tranquility Partners, LLC
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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Aptus Capital Advisors, LLC
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New Age Alpha Advisors, LLC
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Cherry Tree Wealth Management, LLC
|
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PJP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Pharmaceuticals ETF
|
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|
Beaird Harris Wealth Management, LLC
|
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|
Hartmann Taylor Wealth Management, LLC
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Cerity Partners LLC
|
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Chesley Taft & Associates LLC
|
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GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
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REDWX - Aspiration Funds - Aspiration Redwood Fund
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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White Pine Capital Llc
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Migdal Insurance & Financial Holdings Ltd.
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Farmers & Merchants Trust Co of Chambersburg PA
|
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Mainstay Capital Management Llc /adv
|
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Cardiff Park Advisors, Llc
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
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BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
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JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
|
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|
Cape Cod Five Cents Savings Bank
|
|
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|
Ables, Iannone, Moore & Associates, Inc.
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I
|
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|
World Equity Group, Inc.
|
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PSI Advisors, LLC
|
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Harmony Asset Management Llc
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
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|
Bank of New Hampshire
|
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|
Milestone Asset Management, Llc
|
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Alerus Financial Na
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|
Wealth Management Strategies, Inc.
|
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|
Ballast, Inc.
|
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|
Campion Asset Management LLC
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
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|
|
Strategic Investment Advisors / MI
|
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|
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
|
|
|
|
|
|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Financial Life Planners
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Reston Wealth Management Llc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Emerald Advisers, Llc
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Mizuho Securities Co. Ltd.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Mustard Seed Financial, LLC
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
SMI Advisory Services, LLC
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
BOCHK Asset Management Ltd
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
Tenon Financial LLC
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Rf&l Wealth Management, Llc
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A
|
|
|
|
|
|
Westwood Wealth Management
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Integral Health Asset Management, LLC
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
HealthInvest Partners AB
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
Montrusco Bolton Investments Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
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|
IMS Capital Management
|
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|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Militia Capital Partners, LP
|
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|
|
|
|
Collective Family Office Llc
|
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|
Prosperity Wealth Management, Inc.
|
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|
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|
Mountain Capital Investment Advisors, Inc
|
|
|
|
|
|
Oak Wealth Advisors LLC
|
|
|
|
|
|
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
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|
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|
Kanawha Capital Management Llc
|
|
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|
Neuberger Berman Group LLC
|
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|
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|
|
Mosaic Family Wealth Partners, Llc
|
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|
|
Wrapmanager Inc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
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|
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
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|
Aaron Wealth Advisors LLC
|
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|
Capital Investment Counsel, Inc
|
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|
Summit Trail Advisors, Llc
|
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Retirement Planning Group, Llc / Ny
|
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POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
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|
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|
America First Investment Advisors, LLC
|
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|
Investment Research & Advisory Group, Inc.
|
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Wharton Business Group, LLC
|
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RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A
|
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|
Azimuth Capital Investment Management LLC
|
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|
HighPoint Advisor Group LLC
|
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One Wealth Capital Management, Llc
|
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|
Pitcairn Co
|
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|
Relyea Zuckerberg Hanson LLC
|
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|
Smith Thornton Advisors LLC
|
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|
J2 Capital Management Inc
|
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|
LVZ Advisors, Inc.
|
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MetLife Investment Management, LLC
|
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Bourgeon Capital Management Llc
|
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|
Thematics Asset Management
|
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|
Madison Wealth Partners, Inc
|
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|
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
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|
Wealth Group, Ltd.
|
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|
Magnolia Capital Advisors Llc
|
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|
Crystal Rock Capital Management
|
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|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
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|
Haverford Trust Co
|
|
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|
|
Jennison Associates Llc
|
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|
Amica Retiree Medical Trust
|
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|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Brighton Jones Llc
|
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|
Legacy CG, LLC
|
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|
Verus Capital Partners, Llc
|
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|
|
|
Wiser Advisor Group LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
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|
Baird Financial Group, Inc.
|
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|
Flaharty Asset Management, LLC
|
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|
Mcdonald Partners Llc
|
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|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
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|
Goelzer Investment Management, Inc.
|
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|
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|
Ewa, Llc
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
Terril Brothers, Inc.
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
First Washington CORP
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Munro Partners
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
IHE - iSHARES TRUST - iShares U.S. Pharmaceuticals ETF
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Rps Advisory Solutions Llc
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Carbahal Olsen Financial Services Group, LLC
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Sustainable Insight Capital Management, LLC
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Rainey & Randall Investment Management Inc.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Pacific Wealth Strategies Group, Inc.
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A
|
|
|
|
|
|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
John Hancock Funds II - Health Sciences Fund Class NAV
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
Forum Private Client Group LLC
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Wiser Wealth Management, Inc
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
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|
Asset Allocation & Management Company, LLC
|
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|
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|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
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|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
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|
Fire Capital Management LLC
|
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|
DecisionPoint Financial, LLC
|
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|
Lazard Asset Management Llc
|
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|
Bell Investment Advisors, Inc
|
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|
Tanager Wealth Management LLP
|
|
|
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|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
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|
Yarger Wealth Strategies, Llc
|
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|
Holderness Investments Co
|
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|
Brown Wealth Management, Llc
|
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|
First Citizens Financial Corp
|
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Wealth Preservation Advisors, LLC
|
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|
Wisconsin Capital Management Llc
|
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|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
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|
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|
American Assets Investment Management, LLC
|
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|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
Summit Wealth Partners, LLC
|
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|
Hemenway Trust Co LLC
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|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
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Y.D. More Investments Ltd
|
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Fortitude Family Office, LLC
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Addison Advisors LLC
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JCIC Asset Management Inc.
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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|
Sivik Global Healthcare LLC
|
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JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
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|
Drucker Wealth 3.0, LLC
|
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|
SILVER OAK SECURITIES, Inc
|
|
|
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|
HBW Advisory Services LLC
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
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Sandbox Financial Partners, LLC
|
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Caisse De Depot Et Placement Du Quebec
|
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|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
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|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
Thoma Capital Management LLC
|
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|
Belpointe Asset Management LLC
|
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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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|
Gradient Investments LLC
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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|
Wolff Wiese Magana Llc
|
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Values Added Financial LLC
|
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Financial Gravity Companies, Inc.
|
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Saturna Capital CORP
|
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Smith, Moore & Co.
|
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Redmond Asset Management, LLC
|
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QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
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|
Taylor Financial Group, Inc.
|
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Silicon Valley Capital Partners
|
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Legacy Capital Wealth Management, Llc
|
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Fairview Capital Investment Management, Llc
|
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Northern Oak Wealth Management Inc
|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
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|
Rebalance, Llc
|
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|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
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|
New Hampshire Trust
|
|
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|
Warren Street Wealth Advisors, LLC
|
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|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
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|
Philip James Wealth Mangement, LLC
|
|
|
|
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|
Searle & Co.
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
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|
|
Optivise Advisory Services LLC
|
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|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
|
|
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|
Sivia Capital Partners, LLC
|
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|
|
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|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
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|
WealthTrust Axiom LLC
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
PGGM Investments
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
Arq Wealth Advisors, Llc
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Main Management ETF Advisors, LLC
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Delap Wealth Advisory, Llc
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
Royal Harbor Partners, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
AGNG - Global X Funds - Global X Longevity Thematic ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
Draper Asset Management, LLC
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Nwi Management Lp
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
RedJay Asset Management Inc.
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
|
MEDI - Harbor ETF Trust - Harbor Health Care ETF
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Catalio Capital Management, LP
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Balanced Wealth Group Llc
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A
|
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|
State of Tennessee, Treasury Department
|
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|
|
|
|
Quantitative Investment Management, LLC
|
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|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
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Farmers Trust Co
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Montag A & Associates Inc
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CENTRAL TRUST Co
|
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Drexel Morgan & Co.
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|
DeepCurrents Investment Group LLC
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Talbot Financial, LLC
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|
Primoris Wealth Advisors, Llc
|
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|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
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|
|
Intrepid Financial Planning Group LLC
|
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|
Davy Global Fund Management Ltd
|
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|
FT Vest Hedged Equity Income Fund: Series A3
|
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|
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|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
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|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
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|
Future Fund LLC
|
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|
Saxony Capital Management, LLC
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|
Graypoint LLC
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Flow Traders U.s. Llc
|
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FSA Wealth Management LLC
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|
WS Portfolio Advisory, LLC
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|
Cadent Capital 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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Kellett Schaffner Wealth Advisors LLC
|
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|
New Perspectives, Inc
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|
Hudock, Inc.
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Copperwynd Financial, LLC
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Harvey Investment Co Llc
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Barr E S & Co
|
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SevenBridge Financial Group, LLC
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Clearbridge Investments, LLC
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Dover Advisors, Llc
|
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Family CFO Inc
|
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LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
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|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
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|
Portfolio Design Labs, LLC
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
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JXX - Janus Detroit Street Trust - Janus Henderson Transformational Growth ETF
|
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|
|
Washington Trust Bank
|
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|
American Century Companies Inc
|
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|
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio
|
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|
Cetera Trust Company, N.A
|
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|
Polymer Capital Management (HK) LTD
|
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Next Capital Management LLC
|
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DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
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|
Rooted Wealth Advisors, Inc.
|
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EGGS - Tidal Trust III - NestYield Total Return Guard ETF
|
|
|
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|
Disciplined Investments, LLC
|
|
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|
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|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
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Builder Investment Group Inc /adv
|
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Birinyi Associates Inc
|
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Verition Fund Management LLC
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Washburn Capital Management, Inc.
|
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|
Sagespring Wealth Partners, Llc
|
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|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
|
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|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
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|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
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|
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|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
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|
Guardian Wealth Advisors, Llc / Nc
|
|
|
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|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
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|
Quadcap Wealth Management, LLC
|
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|
Meredith Wealth Planning
|
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|
Vestor Capital, Llc
|
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Delta Investment Management, LLC
|
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|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
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|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
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|
Davis Investment Partners, LLC
|
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|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
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|
Lewis Asset Management, LLC
|
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|
Compass Capital Management, Inc
|
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|
Evelyn Partners Investment Management LLP
|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
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|
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|
Bowen Hanes & Co Inc
|
|
|
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|
Ballentine Partners, LLC
|
|
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|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
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|
Signature Estate & Investment Advisors Llc
|
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|
Comprehensive Financial Consultants Institutional, Inc.
|
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|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
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|
Woodley Farra Manion Portfolio Management Inc
|
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|
|
Beach Investment Counsel Inc/pa
|
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|
Lodestone Wealth Management LLC
|
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|
Stanley-Laman Group, Ltd.
|
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|
Mystic Asset Management, Inc.
|
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|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
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|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
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|
Smith Anglin Financial, LLC
|
|
|
|
|
|
BancFirst Trust & Investment Management
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
Instrumental Wealth, Llc
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
Graphene Investments SAS
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Verus Wealth Management, Llc
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
Wormser Freres Gestion
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Lountzis Asset Management, Llc
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Clay Northam Wealth Management, LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
Global View Capital Management LLC
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Sunesis Advisors, LLC
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Guardian Wealth Management, Inc.
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Prospect Financial Group LLC
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Veridan Wealth LLC
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Austin Asset Management Co Inc
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Chokshi & Queen Wealth Advisors, Inc
|
|
|
|
|
|
Lord & Richards Wealth Management, LLC
|
|
|
|
|
|
WJ Wealth Management, LLC
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
McDonough Capital Management, Inc
|
|
|
|
|
|
TB Alternative Assets Ltd.
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
Legacy Financial Group, Inc.
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Lanham O'Dell & Company, Inc.
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
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Optimum Investment Advisors
|
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Vista Investment Partners Ii, Llc
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Redwood Wealth Management Group, LLC
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Wealthfront Advisers Llc
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First Commonwealth Financial Corp /pa/
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Grove Bank & Trust
|
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NCP Inc.
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Kooman & Associates
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ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
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Resources Investment Advisors, LLC.
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THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
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FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
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PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
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Berkshire Asset Management Llc/pa
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44 Wealth Management Llc
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Weaver Consulting Group
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Atomi Financial Group, Inc.
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AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
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Hughes Financial Services, LLC
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Houlihan Financial Resource Group, Ltd.
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Wealth Enhancement Advisory Services, Llc
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
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Catalyst Financial Partners Llc
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First Dallas Securities Inc.
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Emerald Advisors, LLC
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
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Trust Co Of Virginia /va
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Mcrae Capital Management Inc
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USRD - Themes ETF Trust - Themes US R&D Champions ETF
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Circle Wealth Management, LLC
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Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
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HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
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Little House Capital Llc
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Beese Fulmer Investment Management, Inc.
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JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T
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Archvest Wealth Advisors, Inc.
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Citigroup Inc
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Fisher Asset Management, LLC
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Hanlon Investment Management, Inc.
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Northwest Quadrant Wealth Management, LLC
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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Buckingham Strategic Partners
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Perkins Capital Management Inc
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
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Cornerstone Advisors, LLC
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Forsta Ap-fonden
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MGB Wealth Management, LLC
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Nicolet Advisory Services, Llc
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Vanguard Capital Wealth Advisors
|
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Point72 Europe (London) LLP
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United Bank
|
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Fiduciary Advisors, Inc.
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Oxler Private Wealth LLC
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INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
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CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
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Blackrock Health Sciences Trust
|
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Capital Planning Advisors, LLC
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Thompson Siegel & Walmsley Llc
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Landscape Capital Management, L.l.c.
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Congress Wealth Management LLC / DE /
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Agf Management Ltd
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VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
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Apollon Wealth Management, LLC
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Hunter Associates Investment Management Llc
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Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
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Stansberry Asset Management, Llc
|
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ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
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Arrow Financial Corp
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
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Harris Associates L P
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Ossiam
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FSC Wealth Advisors, LLC
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CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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Armstrong Advisory Group, Inc
|
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Navis Wealth Advisors, LLC
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South Street Advisors LLC
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BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
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TFB Advisors LLC
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Oarsman Capital, Inc.
|
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CVA Family Office, LLC
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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Sitrin Capital Management LLC
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Atria Investments Llc
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Promus Capital, LLC
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Accent Capital Management, LLC
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Investment Partners Asset Management, Inc.
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GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
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ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
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FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
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|
Rhenman & Partners Asset Management AB
|
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|
Regent Peak Wealth Advisors LLC
|
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|
Checchi Capital Advisers, LLC
|
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|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
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|
Net Worth Advisory Group
|
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|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
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|
TFC Financial Management
|
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|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
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|
|
AlTi Global, Inc.
|
|
|
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|
|
Massachusetts Wealth Management
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
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|
Brown, Lisle/cummings, Inc.
|
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|
Indiana Trust & Investment Management CO
|
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|
Tompkins Financial Corp
|
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|
|
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|
Cavalier Investments, LLC
|
|
|
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|
Live Oak Private Wealth LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Howard Capital Management Inc.
|
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|
Holistic Financial Partners
|
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|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
Elm3 Financial Group, LLC
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
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|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Parker Investment Management, LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
Casdin Capital, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Auour Investments LLC
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
LIVR - EA Series Trust - Intelligent Livermore ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Jacksonville Wealth Management, LLC
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
Aldebaran Capital, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
|
|
|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Overbrook Management Corp
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Ryan Investment Management, Inc.
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Kraematon Investment Advisors, Inc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Sage Advisors, Llc
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Burk Holdings LLC
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
|
|
|
|
|
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Lilly Endowment Inc
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
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|
Wealthgarden F.s. Llc
|
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|
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|
ShankerValleau Wealth Advisors, Inc.
|
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|
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|
Forefront Wealth Partners, LLC
|
|
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EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
W Advisors, Llc
|
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|
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|
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Ubs Asset Management Americas Inc
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Consilium Wealth Advisory, LLC
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Warwick Investment Management, Inc.
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Northstar Financial Companies, Inc.
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Plimoth Trust Co Llc
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Mirae Asset Global Investments Co., Ltd.
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|
Defined Financial Planning LLC
|
|
|
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|
Accuvest Global Advisors
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
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|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
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|
|
|
|
KilterHowling LLC
|
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|
Nicollet Investment Management, Inc.
|
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|
Golden State Equity Partners
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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|
|
Atika Capital Management LLC
|
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Quadrant Private Wealth Management, LLC
|
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Chevy Chase Trust Holdings, Inc.
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Associated Banc-corp
|
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Chatham Capital Group, Inc.
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Sheaff Brock Investment Advisors, LLC
|
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Diadema Partners Lp
|
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Richmond Investment Services, LLC
|
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DecisionMap Wealth Management, LLC
|
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Signature Resources Capital Management, LLC
|
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Cornerstone Wealth Advisors, Inc.
|
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First National Bank of Mount Dora, Trust Investment Services
|
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Avenue 1 Advisors, LLC
|
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|
HighMark Wealth Management LLC
|
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|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
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|
Roanoke Asset Management Corp/ Ny
|
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|
Baader Bank INC
|
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Tributary Capital Management, LLC
|
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TAGStone Capital, Inc.
|
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|
Hall Laurie J Trustee
|
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Symmetry Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
Adirondack Trust Co
|
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|
|
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|
Guerra Pan Advisors, Llc
|
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|
Principal Securities, Inc.
|
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|
Stephens Inc /ar/
|
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|
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A
|
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|
Scott Marsh Financial, LLC
|
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Shepherd Financial Partners LLC
|
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|
Godsey & Gibb Associates
|
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|
Meiji Yasuda Asset Management Co Ltd.
|
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|
LifeGoal Wealth Advisors
|
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|
Mountain Pacific Investment Advisers Inc/id
|
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|
Tower Bridge Advisors
|
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|
Pring Turner Capital Group Inc
|
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|
Baltimore-Washington Financial Advisors, Inc.
|
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|
LifePlan Investment Advisors, Inc.
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Avantax Planning Partners, Inc.
|
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IFG Advisors, LLC
|
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|
Sphera Funds Management Ltd.
|
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|
Sienna Gestion
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Capital Planning LLC
|
|
|
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|
|
Winch Advisory Services, LLC
|
|
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|
Whalen Wealth Management Inc.
|
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|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
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|
American Investment Services, Inc.
|
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|
|
Artemis Wealth Advisors, LLC
|
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|
Greenwood Gearhart Inc
|
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|
|
|
|
Ferguson Shapiro LLC
|
|
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|
|
Prudential Plc
|
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|
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
|
|
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|
Rokos Capital Management LLP
|
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|
Terra Nova Asset Management LLC
|
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|
Kfg Wealth Management, Llc
|
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|
Asset Management One Co., Ltd.
|
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|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Helen Stephens Group, LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
OPTIMAS CAPITAL Ltd
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Actiam N.v.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Swan Global Investments, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Palo Alto Wealth Advisors, Llc
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
Strategic Point Investment Advisors, LLC
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Raub Brock Capital Management LP
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Gallagher Capital Advisors, LLC
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
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|
|
|
|
Legacy Financial Strategies, LLC
|
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|
Haverford Financial Services, Inc.
|
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|
ISAM Funds (UK) Ltd
|
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|
ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
|
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|
Brevan Howard Capital Management LP
|
|
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|
Legacy Financial Advisors, Inc.
|
|
|
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|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
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|
|
Bank Of America Corp /de/
|
|
|
|
|
|
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
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|
|
|
|
St Germain D J Co Inc
|
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|
Atlantic Edge Private Wealth Management, LLC
|
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|
Wedgewood Investors Inc /pa/
|
|
|
|
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|
Advyzon Investment Management, LLC
|
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|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
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|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
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|
Harbor Asset Planning, Inc.
|
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|
Equitable Holdings, Inc.
|
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LS Investment Advisors, LLC
|
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Twin Tree Management, LP
|
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|
Pin Oak Investment Advisors Inc
|
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|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
Mill Capital Management, LLC
|
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|
Whittier Trust Co
|
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|
Beverly Hills Private Wealth, LLC
|
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|
QTR Family Wealth, LLC
|
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|
Los Angeles Capital Management Llc
|
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Investment Advisory Services Inc /tx /adv
|
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Worldquant Millennium Advisors Llc
|
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Elite Life Management LLC
|
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|
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|
Brown Miller Wealth Management, LLC
|
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|
Bernardo Wealth Planning LLC
|
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|
Becker Capital Management Inc
|
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|
Wolverine Asset Management Llc
|
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|
Knott David M Jr
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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|
Citadel Advisors Llc
|
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|
Range Financial Group LLC
|
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|
Nisa Investment Advisors, Llc
|
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|
Capital Wealth Planning, LLC
|
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|
ABLE Financial Group, LLC
|
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Nwam Llc
|
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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S&t Bank/pa
|
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|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
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|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
|
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|
Mattern Wealth Management LLC
|
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|
Pure Financial Advisors, Inc.
|
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|
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|
|
Exome Asset Management LLC
|
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|
|
Centennial Wealth Advisory LLC
|
|
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|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
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|
Maseco Llp
|
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|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
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|
Jacobsen Capital Management
|
|
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|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
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|
|
Td Asset Management Inc
|
|
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|
Berbice Capital Management LLC
|
|
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|
X-Square Capital, LLC
|
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|
BluePath Capital Management, LLC
|
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|
Regatta Capital Group, Llc
|
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|
Founders Financial Alliance, LLC
|
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|
Axxcess Wealth Management, Llc
|
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|
Edgestream Partners, L.P.
|
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|
Robeco Institutional Asset Management B.V.
|
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Nvwm, Llc
|
|
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|
Smith, Salley & Associates
|
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|
Buckhead Capital Management Llc
|
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|
Capital & Planning, Llc
|
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|
William Blair Investment Management, Llc
|
|
|
|
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|
Integrated Advisors Network LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Pacific Capital Wealth Advisors, Inc
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Seldon Capital Lp
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
Moody Aldrich Partners Llc
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
Evexia Wealth Llc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Courage Miller Partners, LLC
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
Capstone Wealth Management, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Shay Capital LLC
|
|
|
|
|
|
Aquire Wealth Advisors, LLC
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Amplify ETF Trust - Amplify Weight Loss Drug & Treatment ETF
|
|
|
|
|
|
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
MAS Advisors LLC
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Chapman Investment Management, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Serenus Wealth Advisors, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
|
|
|
|
|
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC.
|
|
|
|
|
|
Wealth Watch Advisors, INC
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
|
|
|
|
|
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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Deroy & Devereaux Private Investment Counsel Inc
|
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AllSquare Wealth Management LLC
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Money Concepts Capital Corp
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RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
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|
Sequoia Financial Advisors, LLC
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McAdam, LLC
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TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
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Clifford Group, LLC
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Kings Path Partners LLC
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Mirador Capital Partners LP
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HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
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WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
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Greatmark Investment Partners, Inc.
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Cornell Pochily Investment Advisors, Inc.
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Winthrop Advisory Group LLC
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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Heritage Wealth Management, Inc. /CA/
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FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
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GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
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Field & Main Bank
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
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Great Diamond Partners, LLC
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Signature Wealth Management Partners, LLC
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BKD Wealth Advisors, LLC
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FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
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SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
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Transamerica Financial Advisors, Inc.
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PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
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San Luis Wealth Advisors LLC
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Kilter Group LLC
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SeaTown Holdings Pte. Ltd.
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LeClair Wealth Partners LLC
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Polar Capital Holdings Plc
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Elefante Mark B
|
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MASTERINVEST Kapitalanlage GmbH
|
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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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Columbia Asset Management
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Comerica Bank
|
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Osterweis Capital Management Inc
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Jarislowsky, Fraser Ltd
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Finward Bancorp
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Lantz Financial LLC
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Delta Asset Management Llc/tn
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Impact Capital Partners LLC
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DLD Asset Management, LP
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Vista Investment Partners Llc
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Teamwork Financial Advisors, LLC
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LWM Advisory Services, LLC
|
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Market Street Wealth Management Advisors Llc
|
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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Towerpoint Wealth, LLC
|
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Peapack Gladstone Financial Corp
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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Sit Investment Associates Inc
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Delos Wealth Advisors, LLC
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CFC Planning Co LLC
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JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
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CBOE Vest Financial, LLC
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Lcnb Corp
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Ramirez Asset Management, Inc.
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RoundAngle Advisors LLC
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Everett Harris & Co /ca/
|
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Clarkston Capital Partners, LLC
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Adviser Investments LLC
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Platform Technology Partners
|
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Triad Wealth Partners, LLC
|
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FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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Aegon Asset Management Uk Plc
|
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Eaton-Cambridge Inc.
|
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CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
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|
Coordinated Financial Services, Inc.
|
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
Patten & Patten Inc/tn
|
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|
Marex Group plc
|
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|
Kampmann Melissa S.
|
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Opus Capital Group, LLC
|
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|
Tekla World Healthcare Fund
|
|
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|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
Prudential Financial Inc
|
|
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|
|
Welch Group, LLC
|
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|
Jacobs Levy Equity Management, Inc
|
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|
Harbor Advisors LLC
|
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|
Affinity Capital Advisors, LLC
|
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|
Earnest Partners Llc
|
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|
Liberty Capital Management, Inc.
|
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|
Knollwood Investment Advisory, LLC
|
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|
Red Door Wealth Management, LLC
|
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|
|
Financial Enhancement Group LLC
|
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|
|
William B. Walkup & Associates, Inc.
|
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|
Kohmann Bosshard Financial Services, LLC
|
|
|
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|
|
XTX Topco Ltd
|
|
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|
|
WealthTrak Capital Management LLC
|
|
|
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|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
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|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Junto Capital Management LP
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
|
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
Consolidated Capital Management, Llc
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Hill Island Financial Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Avid Wealth Partners LLC
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Stordahl Capital Management, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Rather & Kittrell, Inc.
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Seaside Wealth Management, Inc.
|
|
|
|
|
|
RMR Capital Management, LLC
|
|
|
|
|
|
Dash Acquisitions Inc.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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|
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|
|
Alpine Bank Wealth Management
|
|
|
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|
Compass Planning Associates Inc
|
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|
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|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
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|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
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|
|
1858 Wealth Management, Llc
|
|
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|
TFR Capital, LLC.
|
|
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|
Iowa State Bank
|
|
|
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|
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
|
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|
|
CNB Bank
|
|
|
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|
|
Red Tortoise LLC
|
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|
Prestige Wealth Management Group LLC
|
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|
Kcm Investment Advisors Llc
|
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|
Mbb Public Markets I Llc
|
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|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
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|
Summit Wealth & Retirement Planning, Inc.
|
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|
Castle Hook Partners LP
|
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|
Harbour Trust & Investment Management Co
|
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|
Auxano Advisors, LLC
|
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|
St. Louis Trust Co
|
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Sylvest Advisors, LLC
|
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|
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|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
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|
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|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
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|
American Institute for Advanced Investment Management, LLP
|
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|
MTM Investment Management, LLC
|
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Minichmacgregor Wealth Management, Llc
|
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|
Threadgill Financial, Llc
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
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|
Argent Advisors, Inc.
|
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|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
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|
|
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|
Aspen Capital Management, LLC
|
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|
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|
MSVDX - MORGAN STANLEY INSTITUTIONAL FUND INC - Vitality Portfolio Class I
|
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|
First United Bank Trust/
|
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|
Dillon & Associates Inc
|
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American Money Management, LLC
|
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FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
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|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A
|
|
|
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|
|
LM Advisors LLC
|
|
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|
V. M. Manning & Co., Inc.
|
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Trust Investment Advisors
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
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|
Atala Financial Inc
|
|
|
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|
|
one8zero8, LLC
|
|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
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|
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|
Chronos Wealth Management, LLC
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
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|
|
|
MSA Advisors, LLC
|
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|
Core Alternative Capital
|
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|
Nan Shan Life Insurance Co., Ltd.
|
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|
Curat Global, LLC
|
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|
Baldwin Brothers Inc/ma
|
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|
Crescent Grove Advisors, LLC
|
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|
Rialto Wealth Management, LLC
|
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|
KBC Group NV
|
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|
Tobam
|
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|
Cravens & Co Advisors, LLC
|
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|
Davis Capital Management
|
|
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|
Planning Alternatives Ltd /adv
|
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|
IMZ Advisory Inc
|
|
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|
Morris Retirement Advisors, LLC
|
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|
Private Client Services, Llc
|
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|
PFG Advisors
|
|
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|
|
|
BlackRock ETF Trust - BlackRock Large Cap Core ETF
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
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|
|
Lokken Investment Group LLC
|
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|
|
Financial Freedom, LLC
|
|
|
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|
|
Zhang Financial LLC
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Gr Financial Group, Llc
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I
|
|
|
|
|
|
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Symphony Financial Services, Inc.
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Warburton Capital Management, LLC
|
|
|
|
|
|
Total Wealth Planning, Llc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Halter Ferguson Financial Inc.
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
|
PRCS - PARNASSUS INCOME FUNDS - Parnassus Core Select ETF
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Verde Servicos Internacionais S.A.
|
|
|
|
|
|
Bruce & Co., Inc.
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Silphium Asset Management Ltd
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
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|
BlackDiamond Wealth Management Inc.
|
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|
Profunds - Profund Vp Health Care
|
|
|
|
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|
Financial Insights, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I
|
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|
|
|
|
Coordinated Financial Services, Inc./CO
|
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|
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|
Neville Rodie & Shaw Inc
|
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|
PayPay Securities Corp
|
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|
Canada Post Corp Registered Pension Plan
|
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|
Westpac Banking Corp
|
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|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
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|
|
|
|
MADDEN SECURITIES Corp
|
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|
Plum Street Advisors, LLC
|
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|
Resonant Capital Advisors, LLC
|
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|
Prospera Financial Services Inc
|
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|
AustralianSuper Pty Ltd
|
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|
Murphy, Middleton, Hinkle & Parker, Inc.
|
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|
Rock Springs Capital Management LP
|
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|
HighTower Advisors, LLC
|
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|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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|
Mraz, Amerine & Associates, Inc.
|
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
Heritage Investors Management Corp
|
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|
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|
Stratos Wealth Advisors, LLC
|
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|
Ellis Investment Partners, LLC
|
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|
Twin Focus Capital Partners, Llc
|
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|
Adamsbrown Wealth Consultants Llc
|
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|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a)
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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|
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF
|
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|
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|
King Wealth
|
|
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|
Evergreen Capital Management Llc
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
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|
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|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Holocene Advisors, LP
|
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|
Assetmark, Inc
|
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|
Glenmede Investment Management, LP
|
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|
Connable Office Inc
|
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|
One Day In July LLC
|
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|
Center For Asset Management LLC
|
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|
Walker Asset Management, LLC
|
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|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
TCI Wealth Advisors, Inc.
|
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|
Integrity Alliance, Llc.
|
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|
Fifth Third Bancorp
|
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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|
Childress Capital Advisors, Llc
|
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|
Thompson Investment Management, Inc.
|
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|
Pinney & Scofield, Inc.
|
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|
Westbourne Investments, Inc.
|
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Zuckerman Investment Group, LLC
|
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|
Farmers & Merchants Trust Co of Long Beach
|
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|
NDVR, Inc.
|
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|
Everest Management Corp.
|
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Burney Co/
|
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|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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|
|
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|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
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|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
MIG Capital, LLC
|
|
|
|
|
|
Morton Community Bank
|
|
|
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|
Old Point Trust & Financial Services N A
|
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|
Northeast Investment Management
|
|
|
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|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
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|
|
|
|
Cache Advisors, LLC
|
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|
|
Ieq Capital, Llc
|
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|
MRP Capital Investments, LLC
|
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|
Sei Investments Co
|
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|
Ai Financial Services Llc
|
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|
Tritonpoint Wealth, Llc
|
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|
First Bank & Trust
|
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|
Davidson Capital Management Inc.
|
|
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|
BNP Paribas Asset Management Holding S.A.
|
|
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|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Grimes & Company, Inc.
|
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|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Fischer Financial Services, Inc.
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Exane Asset Management
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Monashee Investment Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
BetterWealth, LLC
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Profunds - Profund Vp Pharmaceuticals
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
R. W. Roge & Company, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Campbell Deegan Wealth Management, LLC
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Corundum Trust Company, INC
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
Kingsman Wealth Management, Inc.
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Wealth Advisors Northwest LLC
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
AMJ Financial Wealth Management
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Long Island Wealth Management, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Focused Growth Portfolio Class I
|
|
|
|
|
|
Riverpark Capital Management Llc
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
|
|
|
|
|
|
Honeycomb Asset Management LP
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
RVER - Advisor Managed Portfolios - Trenchless Fund ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Presilium Private Wealth, Llc
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
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|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
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Echo45 Advisors LLC
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NorthCrest Asset Manangement, LLC
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Soundwatch Capital LLC
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Calamos Strategic Total Return Fund
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BlackRock, Inc.
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NJ State Employees Deferred Compensation Plan
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Pacifica Partners Inc.
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HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
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Waddell & Associates, Llc
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McNaughton Wealth Management, LLC
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TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund
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Mayflower Financial Advisors, LLC
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MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
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CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
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SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
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Private Trust Co Na
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VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
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Sand Hill Global Advisors, LLC
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
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US Asset Management LLC
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BRYN MAWR TRUST Co
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Charter Capital Management, LLC\DE
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
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Marion Wealth Management
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Hilltop National Bank
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Wesleyan Assurance Society
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IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
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Sculati Wealth Management, LLC
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VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
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Gimbal Financial
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Kessler Investment Group, LLC
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Tounjian Advisory Partners, Llc
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
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National Mutual Insurance Federation of Agricultural Cooperatives
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AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
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BIP Wealth, LLC
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Van Eck Associates Corp
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Successful Portfolios LLC
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Investor's Fiduciary Advisor Network, LLC
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JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
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Spears Abacus Advisors LLC
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Tiemann Investment Advisors, Llc
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Lakeridge Wealth Management LLC
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Silver Lake Advisory, LLC
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Paragon Advisors, LLC
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Silvant Capital Management LLC
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Resurgent Financial Advisors LLC
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Diversified Enterprises, LLC
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
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Concord Asset Management, LLC/VA
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Legato Capital Management LLC
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Freestone Grove Partners LP
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Evermay Wealth Management Llc
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