|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
PJP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Pharmaceuticals ETF
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Prospera Financial Services Inc
|
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|
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|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Axa S.a.
|
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|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
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|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Gleason Group, Inc.
|
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|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Truepoint, Inc.
|
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|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
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|
Keb Asset Management, Llc
|
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|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
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|
Creekside Partners
|
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|
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|
Jamison Private Wealth Management, Inc.
|
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|
|
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|
Ballew Advisors, Inc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
|
|
|
Old Second National Bank Of Aurora
|
|
|
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|
|
First Fiduciary Investment Counsel, Inc.
|
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|
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|
|
Community Financial Services Group, LLC
|
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|
Blue Barn Wealth, LLC
|
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|
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|
|
Fortitude Advisory Group L.L.C.
|
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|
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|
Croban
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
CacheTech Inc.
|
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|
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|
Brucke Financial, Inc.
|
|
|
|
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|
TigerOak Management, L.L.C.
|
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|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
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|
|
Everstar Asset Management, LLC
|
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|
|
|
|
Legacy Financial Group, Inc.
|
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|
|
|
|
DLK Investment Management, LLC
|
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|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
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|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
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|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
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|
Wealthbridge Capital Management, Llc
|
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|
|
Spinnaker Trust
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Cathy Pareto & Associates, Inc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Blue Investment Partners LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Brooktree Capital Management
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Atlantic Family Wealth, Llc
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Private Wealth Group, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
|
|
|
|
|
Brogan Financial, Inc.
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
Polaris Capital Management, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Concorde Financial Corp
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
BRUFX - Bruce Fund Inc - Bruce Fund
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
One Degree Advisors Inc
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
RoundAngle Advisors LLC
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Eley Financial Management, Inc
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Pinnacle Financial Group, LLC / IL
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
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Safe Harbor Fiduciary, LLC
|
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
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|
Facet Wealth, Inc.
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|
PKS Advisory Services, LLC
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|
Principal Securities, Inc.
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Signature Wealth Management Group
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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First National Advisers, LLC
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Capstone Wealth Management Group, Llc
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Harvest Investment Advisors, LLC
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FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
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Financial Advisors, LLC
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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Trustco Bank Corp N Y
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Wayfinding Financial, LLC
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|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
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Fiduciary Financial Group, Llc
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CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
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|
AGH Wealth Advisors, LLC
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Curat Global, LLC
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Empirical Asset Management, LLC
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Howard Bailey Securities, Llc
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Friedenthal Financial
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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Oversea-Chinese Banking CORP Ltd
|
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Regatta Capital Group, Llc
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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Brown Financial Advisory
|
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PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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|
Doheny Asset Management /ca
|
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Amplify ETF Trust - Amplify AI Powered Equity ETF
|
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|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
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|
Capital Planning LLC
|
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SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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Trustmark National Bank Trust Department
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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Assenagon Asset Management S.A.
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Garner Asset Management Corp
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
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PUREfi Wealth, LLC
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SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
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Moisand Fitzgerald Tamayo, LLC
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Syverson Strege & Co
|
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Breakwater Investment Management
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Allen Investment Management LLC
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Chapin Davis, Inc.
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Vivaldi Capital Management, LLC
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LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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Flavin Financial Services, Inc.
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Ridgecrest Wealth Partners, Llc
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Planning Center, Inc.
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Covestor Ltd
|
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LWM Advisory Services, LLC
|
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|
Murphy, Middleton, Hinkle & Parker, Inc.
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Aft, Forsyth & Company, Inc.
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Mountain Hill Investment Partners Corp.
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Norges Bank
|
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Mairs & Power Inc
|
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D.a. Davidson & Co.
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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Baird Financial Group, Inc.
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BKM Wealth Management, LLC
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Orca Investment Management, LLC
|
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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|
Dohj, Llc
|
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Stock Yards Bank & Trust Co
|
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|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
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|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
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|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
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|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
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|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
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|
FSA Wealth Management LLC
|
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|
Minichmacgregor Wealth Management, Llc
|
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|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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|
Florida Financial Advisors, Llc
|
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|
Nbc Securities, Inc.
|
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|
Gladius Capital Management LP
|
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|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
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|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
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|
|
|
Putnam ETF Trust - Putnam BioRevolution ETF -
|
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|
|
|
STAR Financial Bank
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
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|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
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|
|
Hartline Investment Corp/
|
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|
Grant Street Asset Management, Inc.
|
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|
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|
Rossmore Private Capital
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
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|
Financial Partners Group, Inc
|
|
|
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|
|
Keeler & Nadler Financial Planning & Wealth Management
|
|
|
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|
|
Parvin Asset Management, LLC
|
|
|
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|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Pvg Asset Management Corp
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
PBFDX - FORUM FUNDS - Payson Total Return Fund
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
VAUGHAN & Co SECURITIES, INC.
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
|
|
|
|
|
|
Cutler Capital Management, LLC
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
DIVY - Tidal ETF Trust - Sound Equity Income ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Cultivar Capital, Inc.
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Capricorn Fund Managers Ltd
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc./Texas
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
GWSAX - Gabelli Equity Series Funds Inc - The Gabelli Focus Five Fund Class A
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Unio Capital LLC
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
Ossiam
|
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XTX Topco Ltd
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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|
Buckley Wealth Management, LLC
|
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Northstar Financial Companies, Inc.
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DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
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Magnus Financial Group LLC
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
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|
Capital World Investors
|
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Cresset Asset Management, LLC
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FT Vest Total Return Income Fund: Series A4
|
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|
Merrion Investment Management Co, LLC
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|
Wernau Asset Management Inc.
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Washington Growth Strategies Llc
|
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First Horizon Advisors, Inc.
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Snider Financial Group
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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Amplify ETF Trust - Amplify Weight Loss Drug & Treatment ETF
|
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Comprehensive Financial Planning, Inc./PA
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Northcape Wealth Management, Llc
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Charles Schwab Trust Co
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SBI Securities Co., Ltd.
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FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
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Wealth Management Associates, Inc.
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Retirement Planning Group
|
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Somerset Trust Co
|
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Advisors Asset Management, Inc.
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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Wedgewood Investors Inc /pa/
|
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
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Mirae Asset Securities (usa) Inc.
|
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Crowley Wealth Management, Inc.
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Sofos Investments, Inc.
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Adams Asset Advisors, LLC
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Pathway Financial Advisers, LLC
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Axecap Investments, LLC
|
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Wesbanco Bank Inc
|
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NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
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|
Arete Wealth Advisors, LLC
|
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|
Vestcor Inc
|
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Sphera Funds Management Ltd.
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Baldwin Brothers Inc/ma
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Whalerock Point Partners, Llc
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Fundamentun, Llc
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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|
Haverford Trust Co
|
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Puff Wealth Management, Llc
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Trust Point Inc.
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Public Employees Retirement Association Of Colorado
|
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Fiduciary Trust Co
|
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PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
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Price T Rowe Associates Inc /md/
|
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Waypoint Wealth Partners Inc.
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Albion Financial Group /ut
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GPS Wealth Strategies Group, LLC
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Pinnacle Associates Ltd
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Sanders Morris Harris Llc
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CORDA Investment Management, LLC.
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Coldstream Capital Management Inc
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Mizuho Markets Americas Llc
|
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SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
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Wells Fargo Global Dividend Opportunity Fund
|
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|
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|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
Axis Wealth Partners, LLC
|
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City Holding Co
|
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Prospect Financial Group LLC
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Optivise Advisory Services LLC
|
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Evolution Wealth Advisors, LLC
|
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SeaBridge Investment Advisors LLC
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3Chopt Investment Partners, LLC
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American Financial Advisors, LLC
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Morningstar Investment Services LLC
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Argentarii, LLC
|
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Fft Wealth Management Llc
|
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Concorde Asset Management, LLC
|
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Evernest Financial Advisors, LLC
|
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MEMBERS Trust Co
|
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BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
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|
Xcel Wealth Management, LLC
|
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|
State Of Wisconsin Investment Board
|
|
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|
Strategies Wealth Advisors, LLC
|
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Bridge Generations Wealth Management Llc
|
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
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|
Ballast Advisors Llc
|
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|
Green Square Capital Advisors Llc
|
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Coastal Investment Advisors, Inc.
|
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IFM Investors Pty Ltd
|
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|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
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|
4J Wealth Management LLC
|
|
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|
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|
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
White Pine Investment CO
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Cannon Advisors, Inc.
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
AGNG - Global X Funds - Global X Longevity Thematic ETF
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
Balanced Wealth Group Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
BKA Wealth Consulting, Inc.
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Steele Capital Management, Inc.
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Sofinnova Investments, Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
Enzi Wealth
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
Exane Asset Management
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Poplar Forest Capital LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Cypress Financial Planning Llc
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
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|
Emerald Investment Partners, Llc
|
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|
Koss-Olinger Consulting, LLC
|
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|
Cascades Capital Asset Management, LLC
|
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|
Cypress Capital Management LLC (WY)
|
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|
Annex Advisory Services, LLC
|
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|
Edge Financial Advisors LLC
|
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|
Allegheny Financial Group LTD
|
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|
Gradient Investments LLC
|
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|
Clarus Group, Inc.
|
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|
Norris Perne & French Llp/mi
|
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|
Fortis Group Advisors, LLC
|
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|
New York Life Investment Management Llc
|
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|
Weaver C. Barksdale & Associates, Inc.
|
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|
Madrona Financial Services, LLC
|
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|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
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|
|
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|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
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|
|
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|
Reik & Co., Llc
|
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|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A
|
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|
Investment Management Corp of Ontario
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
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|
Leeward Financial Partners, LLC
|
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|
|
National Pension Service
|
|
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|
United Bank
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
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|
Bedell Frazier Investment Counseling, LLC
|
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|
New Age Alpha Advisors, LLC
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
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Evergreen Capital Management Llc
|
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B & T Capital Management DBA Alpha Capital Management
|
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|
Canal Insurance CO
|
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|
Peregrine Asset Advisers, Inc.
|
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|
Grandview Asset Management LLC
|
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|
Wisconsin Wealth Advisors, LLC
|
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|
Boreal Capital Management LLC
|
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Wallace Advisory Group, LLC
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
Widmann Financial Services, Inc.
|
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Professional Advisory Services Inc
|
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Palisade Capital Management Llc/nj
|
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Maryland State Retirement & Pension System
|
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|
BOK Financial Private Wealth, Inc.
|
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|
Bremer Bank National Association
|
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|
|
Chase Investment Counsel Corp
|
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
One Wealth Advisors, LLC
|
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|
Argyle Capital Partners, LLC
|
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|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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|
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|
|
Vaughan David Investments Inc/il
|
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|
|
|
Impact Partnership Wealth, LLC
|
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|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
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|
Latitude Advisors, LLC
|
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|
TD Capital Management LLC
|
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|
Keynote Financial Services Llc
|
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|
Cvfg Llc
|
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|
Cherokee Insurance Co
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Ssi Investment Management Llc
|
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|
LMR Partners LLP
|
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|
Sovereign Financial Group, Inc.
|
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|
Orrstown Financial Services Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
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|
|
|
James Hambro & Partners
|
|
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|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Thornburg Income Builder Opportunities Trust
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
Mustard Seed Financial, LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
Momentous Wealth Management, Inc.
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Lifelong Wealth Advisors, Inc.
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Beddow Capital Management Inc
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Kieckhefer Group Llc
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Attessa Capital LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Everest Management Corp.
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
SLT Holdings LLC
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
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Continental Investors Services, Inc.
|
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Hurlow Wealth Management Group, Inc.
|
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|
Avenir Corp
|
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|
Bender Robert & Associates
|
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Register Financial Advisors LLC
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
|
Redwood Financial Network Corp
|
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|
Strategic Wealth Designers
|
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Dogwood Wealth Management LLC
|
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SP Asset Management LLC
|
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|
Westend Capital Management LLC
|
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|
New England Research & Management, Inc.
|
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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|
Etesian Wealth Advisors, Inc.
|
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|
Schnieders Capital Management Llc
|
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Gerber, Llc
|
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Seamount Financial Group Inc
|
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Stonebridge Capital Management Inc
|
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Avantax Planning Partners, Inc.
|
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|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
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|
Multi-strategy Growth & Income Fund
|
|
|
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|
First Commonwealth Financial Corp /pa/
|
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Lecap Asset Management Ltd
|
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Kennedy Capital Management, Inc.
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Cape Cod Five Cents Savings Bank
|
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Verus Capital Partners, Llc
|
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MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
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|
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|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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Cigna Investments Inc /new
|
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Beacon Harbor Wealth Advisors, Inc.
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Harbor Investment Advisory, Llc
|
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HealthInvest Partners AB
|
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DiMeo Schneider & Associates, L.L.C.
|
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AlphaStar Capital Management, LLC
|
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USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
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|
Cfm Wealth Partners Llc
|
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XML Financial, LLC
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Cardiff Park Advisors, Llc
|
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Ignite Planners, LLC
|
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EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
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Assetmark, Inc
|
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BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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Anchor Investment Management, LLC
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Insigneo Advisory Services, Llc
|
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Prosperitas Financial LLC
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Avidian Wealth Solutions, LLC
|
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Schonfeld Strategic Advisors LLC
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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Spire Wealth Management
|
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Howe & Rusling Inc
|
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First Affirmative Financial Network
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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Fragasso Group Inc.
|
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Evermay Wealth Management Llc
|
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M Holdings Securities, Inc.
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
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ProShare Advisors LLC
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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Thornburg Investment Management Inc
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Kingswood Wealth Advisors, Llc
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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E Fund Management Co., Ltd.
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Meridian Financial Partners LLC
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Trace Wealth Advisors, LLC
|
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Kiker Wealth Management, LLC
|
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Garde Capital, Inc.
|
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Nexus Investment Management ULC
|
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Spirit Of America Management Corp/ny
|
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Fayez Sarofim & Co
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
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|
VisionPoint Advisory Group, LLC
|
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|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
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|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
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|
First Western Trust Bank
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
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|
|
Amplius Wealth Advisors, LLC
|
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|
Diversify Advisory Services, LLC
|
|
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|
Community Bank, N.A.
|
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|
Northern Trust Corp
|
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|
MADDEN SECURITIES Corp
|
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|
Rodgers Brothers Inc.
|
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|
Core Alternative Capital
|
|
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|
Equitable Holdings, Inc.
|
|
|
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|
New York State Teachers Retirement System
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
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|
|
|
|
BIPIX - Profunds - Biotechnology Ultrasector Profund Investor Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
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|
Federated Hermes, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
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|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Warburton Capital Management, LLC
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
MEDI - Harbor ETF Trust - Harbor Health Care ETF
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Illumine Investment Management, LLC
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Sonoma Private Wealth LLC
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Simplify Asset Management Inc.
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Grove Street Fiduciary, LLC
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
JGP Global Gestao de Recursos Ltda.
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Boothe Investment Group, Inc.
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Dash Acquisitions Inc.
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
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|
|
|
|
Quotient Wealth Partners, LLC
|
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|
West Michigan Advisors, Llc
|
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|
Whittier Trust Co Of Nevada Inc
|
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FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
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|
Norden Group Llc
|
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|
Patriot Investment Management Inc.
|
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|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
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|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
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|
Advisor Group Holdings, Inc.
|
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Obermeyer Wood Investment Counsel, Lllp
|
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First Merchants Corp
|
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TFC Financial Management
|
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|
American Capital Advisory, LLC
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|
Whittier Trust Co
|
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|
Eagle Bay Advisors LLC
|
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|
Moors & Cabot, Inc.
|
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|
Advisory Services Network, LLC
|
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|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
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|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares
|
|
|
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|
|
Wall Street Access Asset Management, LLC
|
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|
|
PARK CIRCLE Co
|
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|
Mattern Wealth Management LLC
|
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|
Moody National Bank Trust Division
|
|
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|
Rede Wealth, LLC
|
|
|
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|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
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|
|
TCTC Holdings, LLC
|
|
|
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|
Bearing Point Capital, Llc
|
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|
Robertson Stephens Wealth Management, LLC
|
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|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
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|
|
Financial Network Wealth Management LLC
|
|
|
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|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
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|
FSA Advisors, Inc.
|
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|
Yarger Wealth Strategies, Llc
|
|
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|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
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|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
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|
IFS Advisors, LLC
|
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Greenspring Advisors, LLC
|
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|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
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|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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|
|
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|
Fisher Funds Management LTD
|
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|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
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|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
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|
|
Goodman Advisory Group, LLC
|
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|
Morton Community Bank
|
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|
NDVR, Inc.
|
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SJS Investment Consulting Inc.
|
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Park Place Capital Corp
|
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Carr Financial Group Corp
|
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Generali Investments CEE, investicni spolecnost, a.s.
|
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|
Stablepoint Partners, LLC
|
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|
Compass Ion Advisors, LLC
|
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|
Naviter Wealth, LLC
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
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|
Brown Brothers Harriman & Co
|
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|
Aegon Asset Management Uk Plc
|
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Tributary Capital Management, LLC
|
|
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|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
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|
Consultiva Wealth Management, Corp.
|
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IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
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|
Capital Group Investment Management Pte. Ltd.
|
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LFA - Lugano Financial Advisors SA
|
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|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
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|
Great Diamond Partners, LLC
|
|
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|
|
|
Genus Capital Management Inc.
|
|
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|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Whitcomb & Hess, Inc.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
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|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
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|
|
|
Douglas Lane & Associates, LLC
|
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|
|
|
Trueblood Wealth Management, LLC
|
|
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|
|
|
Summitry Llc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
Baugh & Associates, LLC
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Measured Risk Portfolios, Inc.
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Legacy CG, LLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Integras Partners LLC
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Libra Wealth Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Silver Oak Advisory Group, Inc.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
IMPACTfolio, LLC
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
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TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
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FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
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Board of the Pension Protection Fund
|
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Lee Financial Co
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Adell Harriman & Carpenter Inc
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Private Wealth Partners, LLC
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Letko, Brosseau & Associates Inc
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Joel Isaacson & Co., LLC
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Adage Capital Partners Gp, L.l.c.
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Capital International Investors
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Perigon Wealth Management, LLC
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Voya Investment Management Llc
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Elevation Series Trust - The Opal Dividend Income ETF
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
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WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
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Epoch Investment Partners, Inc.
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Per Stirling Capital Management, LLC.
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SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
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PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
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Mogy Joel R Investment Counsel Inc
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Boston Research & Management Inc
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Meadow Creek Wealth Advisors Llc
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Stockman Wealth Management, Inc.
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Kentucky Retirement Systems Insurance Trust Fund
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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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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
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TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
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CAPROCK Group, Inc.
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VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
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Ewa, Llc
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VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
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BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
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Apexium Financial, Lp
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Rockland Trust Co
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Round Hill Asset Management
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SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
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Fenimore Asset Management Inc
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Washburn Capital Management, Inc.
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MFA Wealth Services
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Prairie Sky Financial Group LLC
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Mengis Capital Management, Inc.
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Carnegie Capital Asset Management, LLC
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Windsor Capital Management, LLC
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Busey Wealth Management
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DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
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Wakefield Asset Management LLLP
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FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
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Centric Wealth Management
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Sand Hill Global Advisors, LLC
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
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J.w. Cole Advisors, Inc.
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L2 Asset Management, LLC
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FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
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HDV - iSHARES TRUST - iShares Core High Dividend ETF
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Stableford Capital Ii Llc
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TOWER TRUST & INVESTMENT Co
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BI Asset Management Fondsmaeglerselskab A/S
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Chevy Chase Trust Holdings, Inc.
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Cantor Fitzgerald Investment Adviser L.p.
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
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Marino, Stram & Associates Llc
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Prentice Wealth Management LLC
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Pittenger & Anderson Inc
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Somerset Group LLC
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
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Helen Stephens Group, LLC
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Provident Investment Management, Inc.
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Profit Investment Management, LLC
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Binnacle Investments Inc
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Shelton Capital Management
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Pathway Financial Advisors LLC
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One + One Wealth Management, Llc
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WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
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IAM Advisory, LLC
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Prestige Wealth Management Group LLC
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Sageworth Trust Co
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Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
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BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
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Advyzon Investment Management, LLC
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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Matthew Goff Investment Advisor, LLC
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Westchester Capital Management, Inc.
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U.S. Capital Wealth Advisors, LLC
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LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
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Schwarz Dygos Wheeler Investment Advisors Llc
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Paragon Capital Management Ltd
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GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
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PGVFX - FORUM FUNDS - Polaris Global Value Fund
|
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OneAscent Investment Solutions LLC
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LGT Fund Management Co Ltd.
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Marquette Asset Management, LLC
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Pinnacle West Asset Management, Inc.
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FBIOX - FIDELITY SELECT PORTFOLIOS - Biotechnology Portfolio
|
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NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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Symmetry Partners, LLC
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Argent Advisors, Inc.
|
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Retireful, LLC
|
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
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Ameritas Investment Partners, Inc.
|
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Truvestments Capital Llc
|
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|
JFG Wealth Management, LLC
|
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|
Dimensional Fund Advisors Lp
|
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|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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|
ZEGA Investments, LLC
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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|
Continuum Advisory, LLC
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|
Aristotle Capital Management, LLC
|
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State Street Corp
|
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|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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|
Cannon Financial Strategists, Inc.
|
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|
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|
Iat Reinsurance Co Ltd.
|
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JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
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Natural Investments, Llc
|
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|
Wrapmanager Inc
|
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|
Hudson Portfolio Management LLC
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Wells Fargo & Company/mn
|
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Guinness Asset Management LTD
|
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Acropolis Investment Management, LLC
|
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|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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|
Lafayette Investments, Inc.
|
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RMB Capital Management, LLC
|
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|
Coerente Capital Management
|
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Sky Investment Group LLC
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|
South Plains Financial, Inc.
|
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|
Essex Financial Services, Inc.
|
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|
Schrum Private Wealth Management LLC
|
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|
Welch Group, LLC
|
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|
General Partner, Inc.
|
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|
FDx Advisors, Inc.
|
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|
PYA Waltman Capital, LLC
|
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|
Utah Retirement Systems
|
|
|
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
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|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
Private Capital Advisors, Inc.
|
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|
Rnc Capital Management Llc
|
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|
Certior Financial Group, Llc
|
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|
Doliver Advisors, Lp
|
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|
Centennial Bank/AR/
|
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|
Acima Private Wealth, Llc
|
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|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
New England Professional Planning Group Inc.
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
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|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
CHB Investment Group, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Gabelli Funds Llc
|
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|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
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|
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|
Phocas Financial Corp.
|
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|
|
MGB Wealth Management, LLC
|
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|
Vista Investment Management
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
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|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
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|
Burke & Herbert Bank & Trust Co
|
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|
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|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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|
|
|
|
Redwood Park Advisors LLC
|
|
|
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|
|
Strategic Financial Services, Inc,
|
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|
|
|
|
Torno Capital, Llc
|
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|
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|
|
Portfolio Design Labs, LLC
|
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|
|
|
|
Victory Capital Management Inc
|
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|
|
West Oak Capital, LLC
|
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|
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|
|
Bridgewealth Advisory Group, LLC
|
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|
Jarislowsky, Fraser Ltd
|
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|
|
|
|
NorthRock Partners, LLC
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
|
|
|
|
FORM Wealth Advisors, LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
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|
Jlb & Associates Inc
|
|
|
|
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|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
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|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
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|
Root Financial Partners, LLC
|
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|
Norinchukin Bank, The
|
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|
Freedom Day Solutions, LLC
|
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|
Mirabaud & Cie SA
|
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|
Pineridge Advisors LLC
|
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|
Xponance, Inc.
|
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|
Loomis Sayles & Co L P
|
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|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
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|
Silverleafe Capital Partners, LLC
|
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|
|
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|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
HRTS - Tema ETF Trust - Tema Cardiovascular and Metabolic ETF
|
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|
|
|
|
Innova Wealth Partners
|
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|
AustralianSuper Pty Ltd
|
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|
Financial Insights, Inc.
|
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|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
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|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Austin Private Wealth, LLC
|
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|
|
|
|
Optas, LLC
|
|
|
|
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|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Hill Island Financial Llc
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
MEDX - Listed Funds Trust - Horizon Kinetics Medical ETF
|
|
|
|
|
|
Kraematon Investment Advisors, Inc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Members Capital Advisors Inc
|
|
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|
Ames National Corp
|
|
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|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
BCU Wealth Advisors, LLC
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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|
Hilltop Wealth Advisors, Llc
|
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|
AG Asset Advisory, LLC
|
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|
Fifth Third Bancorp
|
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|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
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|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
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|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Hourglass Capital, Llc
|
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|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
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|
Baader Bank INC
|
|
|
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|
Glass Jacobson Investment Advisors llc
|
|
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
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|
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|
Zwj Investment Counsel Inc
|
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|
FIL Ltd
|
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|
Endowment Wealth Management, Inc.
|
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|
Harvest Portfolios Group Inc.
|
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|
Alps Advisors Inc
|
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|
Achmea Investment Management B.V.
|
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Exchange Bank
|
|
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|
Centerpoint Advisors, LLC
|
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|
Stone Run Capital, Llc
|
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|
Sfmg, Llc
|
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|
Evercore Wealth Management, LLC
|
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|
Spirepoint Private Client, Llc
|
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|
Kovitz Investment Group Partners, LLC
|
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|
Menlo Advisors Llc
|
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Argent Capital Management Llc
|
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|
Oddo Bhf Asset Management Sas
|
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|
Main Street Research LLC
|
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|
Cidel Asset Management Inc
|
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|
Cottage Street Advisors LLC
|
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|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
Magnolia Capital Management Ltd
|
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|
Seed Wealth Management, Inc.
|
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Bath Savings Trust Co
|
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Paradigm Asset Management Co Llc
|
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|
Cambridge Advisors Inc.
|
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|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
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|
World Equity Group, Inc.
|
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|
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|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
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|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
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|
|
Edmp, Inc.
|
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|
Harbor Capital Advisors, Inc.
|
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|
Gotham Asset Management, LLC
|
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|
Stansberry Asset Management, Llc
|
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|
Inman Jager Wealth Management, LLC
|
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|
Leo Wealth, LLC
|
|
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|
|
Sava Infond d.o.o.
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
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|
Bank Of America Corp /de/
|
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|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Nautilus Advisors LLC
|
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|
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|
|
Ccm Investment Group, Llc
|
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|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Invst, LLC
|
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|
|
Barlow Wealth Partners, Inc.
|
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|
Van Strum & Towne Inc.
|
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|
Marshall Wace, Llp
|
|
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|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
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|
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|
|
Sentry LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
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|
Stratos Wealth Partners, LTD.
|
|
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|
Transatlantique Private Wealth Llc
|
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
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|
|
Financial Sense Advisors, Inc.
|
|
|
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|
|
Man Group plc
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
Jericho Financial, Llp
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Reston Wealth Management Llc
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Brueske Advisory Services, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Health ETF
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Colrain Capital Llc
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
Kirr Marbach & Co Llc /in/
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
GDOC - Goldman Sachs ETF Trust - Goldman Sachs Future Health Care Equity ETF
|
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Elite Financial, Inc.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Centerpoint Advisory Group
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Boyd Wealth Management, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Generation Capital Management LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
FF Advisors,LLC
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
New Century Financial Group, LLC
|
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|
GWM Advisors LLC
|
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|
Palisade Asset Management, LLC
|
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|
Montgomery Investment Management Inc
|
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|
Creekmur Asset Management LLC
|
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|
Hanson & Doremus Investment Management
|
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|
Banque Transatlantique SA
|
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|
Monarch Capital Management Inc/
|
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|
Thrivent Financial For Lutherans
|
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|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
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|
West Family Investments, Inc.
|
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|
|
Graham Capital Management, L.P.
|
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SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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|
Hudock, Inc.
|
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|
Ameriflex Group, Inc.
|
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|
Swedbank AB
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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|
|
TFG Advisers LLC
|
|
|
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|
|
Investment Advisory Group, LLC
|
|
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Holistic Financial Partners
|
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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|
West Paces Advisors Inc.
|
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|
Merit Financial Group, LLC
|
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|
Focus Financial Network, Inc.
|
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Sierra Summit Advisors Llc
|
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|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
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|
PENN SERIES FUNDS INC - Large Core Value Fund
|
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|
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|
Lmp Capital & Income Fund Inc.
|
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Natixis
|
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
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|
Cary Street Partner Investment Advisory Llc
|
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|
Lawson Kroeker Investment Management Inc/ne
|
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Cranbrook Wealth Management, LLC
|
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Sollinda Capital Management LLC
|
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|
Haven Capital Group, Inc.
|
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Miller Financial Services LLC
|
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PAX Financial Group, LLC
|
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CNB Bank
|
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
CarsonAllaria Wealth Management, Ltd.
|
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Arkansas Financial Group, Inc.
|
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|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
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|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
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|
Significant Wealth Partners LLC
|
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|
State of New Jersey Common Pension Fund D
|
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|
Solidarilty Wealth, LLC
|
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|
Pacer Advisors, Inc.
|
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|
Thrive Capital Management, LLC
|
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|
Resolute Wealth Strategies, LLC
|
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TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Hall Laurie J Trustee
|
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|
Grove Bank & Trust
|
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|
Lockerman Financial Group, Inc.
|
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|
Legacy Bridge, LLC
|
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|
|
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|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
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|
Asset Advisors Investment Management, LLC
|
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|
Kempen Capital Management N.v.
|
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|
Eads & Heald Wealth Management
|
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|
Cypress Wealth Services, LLC
|
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|
|
Citadel Advisors Llc
|
|
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|
|
First Dallas Securities Inc.
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
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|
Alta Advisers Ltd
|
|
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|
Westbourne Investments, Inc.
|
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|
Baron Silver Stevens Financial Advisors, Llc
|
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|
Uhlmann Price Securities, Llc
|
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|
|
Farmers & Merchants Investments Inc
|
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|
|
LPL Financial LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
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|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Retirement Planning Group, Llc / Ny
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Profunds - Profund Vp Biotechnology
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Tennessee Valley Asset Management Partners
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Gimbal Financial
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Cambridge Financial Group, LLC
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
First Financial Group Corp
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Runnymede Capital Advisors, Inc.
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Carbahal Olsen Financial Services Group, LLC
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
EMC Capital Management
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
TORYX - RBB Fund Trust - Torray Fund
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Sectoral Asset Management Inc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Bonness Enterprises Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Sanders Capital, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Tekla Healthcare Investors
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
REDW Wealth LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
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Mayport, Llc
|
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Mv Capital Management, Inc.
|
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MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
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|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
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|
Schneider Downs Wealth Management Advisors, LP
|
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
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|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
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|
Harvey Investment Co Llc
|
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|
Navalign, LLC
|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
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AMG National Trust Bank
|
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|
|
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|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
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CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
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|
JNBA Financial Advisors
|
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Tri Locum Partners LP
|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
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|
Tranquility Partners, LLC
|
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Cumberland Partners Ltd
|
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NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
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|
Arvest Bank Trust Division
|
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Mendel Capital Management LLC
|
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Winthrop Advisory Group LLC
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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|
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|
Invera Wealth Advisors, LLC
|
|
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|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
Cincinnati Specialty Underwriters Insurance CO
|
|
|
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|
Institute for Wealth Management, LLC.
|
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|
Nuveen S&p 500 Dynamic Overwrite Fund
|
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|
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|
InvesTrust
|
|
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DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
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Alliancebernstein L.p.
|
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Keystone Financial Group
|
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Sequent Planning LLC
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
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|
Team Financial Group, LLC
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
Mcrae Capital Management Inc
|
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|
BlackRock Health Sciences Trust II
|
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|
BLB&B Advisors, LLC
|
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|
Northern Capital Management, Inc.
|
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|
Compass Wealth Management LLC
|
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|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
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|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
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|
Claris Financial LLC
|
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|
Wealthstream Advisors, Inc.
|
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|
JBR Co Financial Management Inc
|
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|
Diamant Asset Management, Inc.
|
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Heritage Trust Co
|
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|
Boothbay Fund Management, Llc
|
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TCM Advisors, LLC
|
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Curran Financial Partners, LLC
|
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HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
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Means Investment Co., Inc.
|
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JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
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|
Crossmark Global Holdings, Inc.
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
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|
Lowe Wealth Advisors, LLC
|
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|
WFA Asset Management Corp
|
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|
Viewpoint Investment Partners Corp
|
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|
St. Louis Trust Co
|
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Lloyd Advisory Services, LLC.
|
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Bangor Savings Bank
|
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Marco Investment Management Llc
|
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Pensionfund Sabic
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
|
|
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|
|
|
C2C Wealth Management, LLC
|
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|
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|
Blume Capital Management, Inc.
|
|
|
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|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
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|
Oxford Financial Group Ltd
|
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|
Roanoke Asset Management Corp/ Ny
|
|
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|
Burkett Financial Services, Llc
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
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|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
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|
Point72 Asset Management, L.P.
|
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|
|
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|
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
Clarity Wealth Development LLC
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
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|
Greenland Capital Management LP
|
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Uniplan Investment Counsel, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
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|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
|
|
|
|
|
Fpc Investment Advisory, Inc.
|
|
|
|
|
|
Hamel Associates, Inc.
|
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|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Eastover Investment Advisors LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Stonebridge Wealth Management, LLC
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
Sitrin Capital Management LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
LABU - Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
Dymon Asia Capital (singapore) Pte. Ltd.
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
UDI - USCF ETF Trust - USCF Dividend Income Fund
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Rbo & Co Llc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Brandywine Trust Co
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Hamlin Capital Management, LLC
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Knott David M Jr
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Chronos Wealth Management, LLC
|
|
|
|
|
|
Actiam N.v.
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
DCF Advisers, LLC
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Penserra Capital Management LLC
|
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|
Missouri Trust & Investment Co
|
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|
Ambassador Advisors, LLC
|
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|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Cobler Capital Management, LLC
|
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|
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|
Accredited Wealth Management, LLC
|
|
|
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|
Hrt Financial Lp
|
|
|
|
|
|
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
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|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
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|
|
jvl associates llc
|
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|
Tealwood Asset Management Inc
|
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|
Advocate Group Llc
|
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|
Wimmer Associates 1, Llc
|
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AIA Group Ltd
|
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QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
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|
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|
Bill Few Associates, Inc.
|
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|
Jpmorgan Chase & Co
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
Foster Group, Inc.
|
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|
Segment Wealth Management, LLC
|
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|
Bernard Wealth Management Corp.
|
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|
Miller Investment Management, LP
|
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|
Twin Capital Management Inc
|
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|
Measured Wealth Private Client Group, LLC
|
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|
Krilogy Financial LLC
|
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|
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|
Proathlete Wealth Management Llc
|
|
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|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
Ergawealth Advisors, Inc.
|
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|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
Drive Wealth Management, Llc
|
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|
Franklin Resources Inc
|
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|
Westpac Banking Corp
|
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|
Mufg Securities Americas Inc.
|
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|
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|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Michael S. Ryan, Inc.
|
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|
|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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|
|
|
Tectonic Advisors Llc
|
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|
|
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|
Guardian Investment Management
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Umb Bank N A/mo
|
|
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|
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|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
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|
|
Alerus Financial Na
|
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|
Invenio Wealth Partners Llc
|
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|
Putnam Fl Investment Management Co
|
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|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Gardner Russo & Quinn Llc
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
DCM Advisors, LLC
|
|
|
|
|
|
Sweeney & Michel, Llc
|
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|
|
SWAN Capital LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
ETF Store, Inc.
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
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|
|
|
Corient IA LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
North Berkeley Wealth Management, LLC
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class
|
|
|
|
|
|
Ceera Investments, Llc
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Cambridge Financial Group, Inc.
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Prudent Investors Network
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Artia Global Partners LP
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Charis Legacy Partners, LLC
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
|
|
|
Vishria Bird Financial Group, LLC
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Bright Financial Advisors, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Strid Group, LLC
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Garland Capital Management Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
LongView Asset Management LLC
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
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LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
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|
EWG Elevate Inc.
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Novem Group
|
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Dumont & Blake Investment Advisors Llc
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Standard Life Aberdeen plc
|
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Lynch & Associates/in
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Livelsberger Financial Advisory
|
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WASHINGTON TRUST Co
|
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|
Luminist Capital LLC
|
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Hall Capital Management Co Inc
|
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First Trust Advisors Lp
|
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Texas Bank & Trust Co
|
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Private Advisor Group, LLC
|
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GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
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XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
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|
LGT Financial Advisors LLC
|
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White Pine Capital Llc
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J.Safra Asset Management Corp
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Floyd Financial Group Llc
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Guinness Atkinson Asset Management Inc
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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Omnia Family Wealth, LLC
|
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PACIFIC SELECT FUND - Comstock Portfolio Class I
|
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Brown, Lisle/cummings, Inc.
|
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Thoroughbred Financial Services, Llc
|
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Chapman Financial Group, Llc
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GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
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Minot DeBlois Advisors LLC
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Elmwood Wealth Management, Inc.
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PFS Partners, LLC
|
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FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
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M&G Plc
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Mjp Associates Inc /adv
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Dempze Nancy E
|
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WFA of San Diego, LLC
|
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Ensign Peak Advisors, Inc
|
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HFM Investment Advisors, LLC
|
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Enterprise Bank & Trust Co
|
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Boomfish Wealth Group, LLC
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Seeds Investor Llc
|
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Schubert & Co
|
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Davis Investment Partners, LLC
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Lockheed Martin Investment Management Co
|
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Claro Advisors LLC
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USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
|
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Hoxton Planning & Management, LLC
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Mattson Financial Services, LLC
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Unique Wealth, Llc
|
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Parsons Capital Management Inc/ri
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Elevated Capital Advisors, LLC
|
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Stony Point Wealth Management Inc.
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Costello Asset Management, INC
|
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Lebenthal Global Advisors, LLC
|
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JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
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Strategic Blueprint, LLC
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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Daiwa Securities Group Inc.
|
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Wellington Shields Capital Management, LLC
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Equitable Trust Co
|
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Nelson Capital Management, LLC
|
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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Calamos Wealth Management LLC
|
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Peddock Capital Advisors, Llc
|
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
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Nissay Asset Management Corp /japan/ /adv
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Stiles Financial Services Inc
|
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Columbia Asset Management
|
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Harding Loevner Lp
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Nfj Investment Group, Llc
|
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Planning Alternatives Ltd /adv
|
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Smartleaf Asset Management LLC
|
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|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
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|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
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|
|
Strengthening Families & Communities, LLC
|
|
|
|
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|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
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|
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|
Capital Planning Advisors, LLC
|
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|
Van Cleef Asset Management,Inc
|
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Invesco, Llc
|
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Robeco Institutional Asset Management B.V.
|
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FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
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|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
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|
Noble Wealth Management PBC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Laurel Wealth Planning LLC
|
|
|
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|
|
Providence Wealth Advisors, LLC
|
|
|
|
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|
VeraBank, N.A.
|
|
|
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|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Welch & Forbes Llc
|
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|
|
|
|
Greater Midwest Financial Group, LLC
|
|
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|
|
Paulson Wealth Management Inc.
|
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|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
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|
Bridgewater Advisors Inc.
|
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|
|
Am Investment Strategies Llc
|
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|
|
RB Capital Management, LLC
|
|
|
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|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Windsor Advisory Group, LLC
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
New Capital Management LP
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
DIV - Global X Funds - Global X SuperDividend U.S. ETF
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Bruce & Co., Inc.
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Forest Hill Capital, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Heritage Wealth Partners, LLC
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Tribridge Partners Financial LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Standard Family Office LLC
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Perkins Capital Management Inc
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
David Wealth Management LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
Bmc Fund Inc
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Pacific Sun Financial Corp
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
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|
|
|
|
Hilltop National Bank
|
|
|
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|
|
WP Advisors, LLC
|
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|
|
Cape Investment Advisory, Inc.
|
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|
Royal London Asset Management Ltd
|
|
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|
|
Vident Advisory, LLC
|
|
|
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|
L.K. Benson & Company, P.C.
|
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|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
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|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Maltin Wealth Management, Inc.
|
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|
|
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|
Engineers Gate Manager LP
|
|
|
|
|
|
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A
|
|
|
|
|
|
Cherrydale Wealth Management, Llc
|
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|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
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|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
|
|
One Capital Management, LLC
|
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|
|
Waddell & Associates, Llc
|
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|
|
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|
Pitcairn Co
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
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|
|
Renasant Bank
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Impact Capital Partners LLC
|
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|
Cetera Investment Advisers
|
|
|
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|
Harbor Group, Inc.
|
|
|
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
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|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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|
Fort Washington Investment Advisors Inc /oh/
|
|
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|
Eagle Strategies LLC
|
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|
OneAscent Financial Services LLC
|
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|
Financial Engines Advisors L.L.C.
|
|
|
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United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
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|
Valley Brook Capital Group, Inc.
|
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|
M.e. Allison & Co., Inc.
|
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|
Bienville Capital Management, LLC
|
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|
Veritas Investment Partners (UK) Ltd.
|
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|
Tacita Capital Inc
|
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|
|
Parisi Gray Wealth Management
|
|
|
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|
Ariadne Wealth Management, LP
|
|
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|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
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|
Wealthspan Partners, Llc
|
|
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|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
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|
Agate Pass Investment Management, LLC
|
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|
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|
|
Amalgamated Bank
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
Delphi Management Inc /ma/
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Colorado Capital Management, Inc.
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
TrimTabs Asset Management, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
Fischer Financial Services, Inc.
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Life Planning Partners, Inc
|
|
|
|
|
|
Rhenman & Partners Asset Management AB
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Canal Capital Management, LLC
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Blackrock Enhanced Global Dividend Trust
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
XBI - SPDR SERIES TRUST - SPDR(R) S&P(R) Biotech ETF
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Lighthouse Financial LLC
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
SAOPX - Segall Bryant & Hamill Trust - Barrett Opportunity Fund Retail Class
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
AdviceOne Advisory Services, LLC
|
|
|
|
|
|
Sugar Maple Asset Management, LLC
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
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|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
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|
Summit Asset Management, LLC
|
|
|
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|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
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|
|
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|
Barclays Plc
|
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|
Red Tortoise LLC
|
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S&t Bank/pa
|
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|
Iron Triangle Partners LP
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Secured Retirement Advisors, Llc
|
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|
Victrix Investment Advisors
|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
|
MBM Wealth Consultants, LLC
|
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|
Commerce Bank
|
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|
Allianz Asset Management GmbH
|
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JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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|
Motco
|
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|
Allianz Se
|
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Rakuten Securities, Inc.
|
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Councilmark Asset Management, LLC
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Signet Financial Management, Llc
|
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Koesten, Hirschmann & Crabtree, INC.
|
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GoalVest Advisory LLC
|
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D. E. Shaw & Co., Inc.
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Gifford Fong Associates
|
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JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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Kozak & Associates, Inc.
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Nippon Life Global Investors Americas, Inc.
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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L.m. Kohn & Company
|
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Chesapeake Wealth Management
|
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Coppell Advisory Solutions LLC
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Parr Mcknight Wealth Management Group, Llc
|
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Tandem Investment Advisors, Inc.
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Aberdeen Wealth Management LLC
|
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Intact Investment Management Inc.
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apricus wealth, LLC
|
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Security National Bank
|
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|
Meriwether Wealth & Planning, LLC
|
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Vega Investment Solutions
|
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|
Kingsview Wealth Management, LLC
|
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|
Baltimore-Washington Financial Advisors, Inc.
|
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
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|
Gts Securities Llc
|
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|
Long Road Investment Counsel, LLC
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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Nuveen, LLC
|
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SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
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Mission Creek Capital Partners, Inc.
|
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North Dallas Bank & Trust Co
|
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Stonebridge Financial Group, LLC
|
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Sandbox Financial Partners, LLC
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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Crescent Sterling, Ltd.
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Trust Co Of Virginia /va
|
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Parallel Advisors, LLC
|
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|
Weatherly Asset Management L. P.
|
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|
Securian Asset Management, Inc
|
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May Hill Capital, LLC
|
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|
Harmony Asset Management Llc
|
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Canandaigua National Bank & Trust Co
|
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|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
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|
Atlantic Union Bankshares Corp
|
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Accredited Investors Inc.
|
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GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
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|
Successful Portfolios LLC
|
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|
Migdal Insurance & Financial Holdings Ltd.
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
Zuckerman Investment Group, LLC
|
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|
Lyell Wealth Management, Lp
|
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|
New Republic Capital, LLC
|
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|
Key FInancial Inc
|
|
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|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
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|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
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|
GIMFX - GMO TRUST - GMO Implementation Fund
|
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|
Gill Capital Partners, Llc
|
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|
Caisse Des Depots Et Consignations
|
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|
Arlington Capital Management, Inc.
|
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|
Azimuth Capital Investment Management LLC
|
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|
Willis Johnson & Associates, Inc.
|
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|
Fairway Wealth LLC
|
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|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
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|
|
|
MWA Asset Management
|
|
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|
Pillar Financial Advisors, LLC
|
|
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|
Atlas Private Wealth Advisors
|
|
|
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|
Guardian Wealth Advisors, LLC
|
|
|
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|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
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|
|
Summit X, LLC
|
|
|
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|
|
Weil Company, Inc.
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Oder Investment Management, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Towerpoint Wealth, LLC
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
Kennon-Green & Company, LLC
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y
|
|
|
|
|
|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Wealthgarden F.s. Llc
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Priebe Wealth Holdings LLC
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Kopernik Global Investors, LLC
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Sage Financial Management Group, Inc.
|
|
|
|
|
|
WealthTrust Asset Management, LLC
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Collar Capital Management, LLC
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
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Fiduciary Wealth Partners, LLC
|
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Uptown Financial Advisors LLC
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|
TD Waterhouse Canada Inc.
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Allen Mooney & Barnes Investment Advisors LLC
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|
Griffith & Werner, Inc.
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
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|
First Trust Enhanced Equity Income Fund
|
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|
Massachusetts Financial Services Co /ma/
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Cedar Mountain Advisors, LLC
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Community Trust & Investment Co
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ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
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Old North State Trust, LLC
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MJT & Associates Financial Advisory Group, Inc.
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LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
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United Advisor Group, LLC
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Benedict Financial Advisors Inc
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AlTi Global, Inc.
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Wealthspire Advisors, LLC
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Tudor Investment Corp Et Al
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Barrett & Company, Inc.
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TKG Advisors, LLC
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Sterling Investment Management, Inc.
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Boyd Watterson Asset Management Llc/oh
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ELCO Management Co., LLC
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Freestone Capital Holdings, LLC
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Guardian Wealth Management, Inc.
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Sharp Financial Services, LLC
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West Bancorporation Inc
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Close Asset Management Ltd
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Catalytic Wealth RIA, LLC
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Granite Investment Partners, LLC
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Banque Pictet & Cie Sa
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Decker Retirement Planning Inc.
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Taurus Asset Management, Llc
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Altfest L J & Co Inc
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Cardinal Point Capital Management, ULC
|
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
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Bey-Douglas LLC
|
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
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Adviser Investments LLC
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Tarbox Family Office, Inc.
|
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SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Advisory Research Inc
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RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
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Bowen Hanes & Co Inc
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
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Altrius Capital Management Inc
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Greykasell Wealth Strategies, Inc.
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Evelyn Partners Investment Management Services Ltd
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Broadleaf Partners, LLC
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American Century Companies Inc
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Strong Tower Advisory Services
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MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
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Sig Brokerage, Lp
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IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
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Baron Financial Group, LLC
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VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class
|
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NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
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FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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Horizon Investments, LLC
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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O'ROURKE & COMPANY, Inc
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Cincinnati Financial Corp
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Brookwood Investment Group LLC
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Fountainhead AM, LLC
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Pioneer Trust Bank N A/or
|
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Quintet Private Bank (Europe) S.A.
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Fairfield, Bush & Co.
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SYM FINANCIAL Corp
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Appleton Partners Inc/ma
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EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
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O'Brien Wealth Partners LLC
|
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Beaton Management Co. Inc.
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
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Ing Groep Nv
|
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|
Visionary Wealth Advisors
|
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|
Total Wealth Planning & Management, Inc.
|
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Retirement Income Solutions, Inc
|
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CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
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|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
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|
Ci Investments Inc.
|
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Coastal Bridge Advisors, LLC
|
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Integrity Alliance, Llc.
|
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Tritonpoint Wealth, Llc
|
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|
Regent Peak Wealth Advisors LLC
|
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|
FSM Wealth Advisors, LLC
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|
Alley Investment Management Company, LLC
|
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|
PFM Health Sciences, LP
|
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AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
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TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
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|
Rahlfs Capital, Llc
|
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Keel Point, LLC
|
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Integris Wealth Management, LLC
|
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Aire Advisors, Llc
|
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Vinva Investment Management Ltd
|
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|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
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|
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
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|
SummitTX Capital, L.P.
|
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|
Invesco Ltd.
|
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|
Miller Howard Investments Inc /ny
|
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|
Tidemark, LLC
|
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|
Channing Capital Management, LLC
|
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|
BlackDiamond Wealth Management Inc.
|
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|
Virtue Capital Management, LLC
|
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|
Middleton & Co Inc/ma
|
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|
APG Asset Management US Inc.
|
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|
Flagship Harbor Advisors, Llc
|
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|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
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|
|
North Forty Two & Co.
|
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|
Silicon Valley Capital Partners
|
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|
Southeast Asset Advisors Inc.
|
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|
Northstar Asset Management Llc
|
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|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
KC Investment Advisors, LLC
|
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|
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|
|
SCS Capital Management LLC
|
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|
|
|
|
Caldwell Securities, Inc
|
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|
Ashton Thomas Securities, Llc
|
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|
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|
|
Texas Permanent School Fund
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Palogic Value Management, L.P.
|
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|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
Financial Harvest, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Glynn Capital Management Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
HT Partners LLC
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
|
|
|
|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Health Care
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Tekla Healthcare Opportunities Fund
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Moody Aldrich Partners Llc
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Stillwater Capital Advisors, LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
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|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
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|
Semmax Financial Advisors Inc.
|
|
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|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
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|
Crescent Grove Advisors, LLC
|
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|
Exchange Traded Concepts, Llc
|
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|
Miramar Capital, LLC
|
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Corps Capital Advisors, LLC
|
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CWA Asset Management Group, LLC
|
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FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
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|
QTR Family Wealth, LLC
|
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|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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|
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund
|
|
|
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|
Townsend & Associates, Inc
|
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|
|
Blodgett Wealth Advisors, Llc
|
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Gouws Capital LLC
|
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|
Alpine Total Dynamic Dividend Fund
|
|
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|
Financial Advocates Investment Management
|
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|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
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|
Relyea Zuckerberg Hanson LLC
|
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Bridges Investment Management Inc
|
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|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
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|
Accel Wealth Management
|
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|
Atwood & Palmer Inc
|
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|
James J. Burns & Company, LLC
|
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Pflug Koory, LLC
|
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SG Americas Securities, LLC
|
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Ameliora Wealth Management Ltd.
|
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Crestwood Advisors Group LLC
|
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Cornerstone Wealth Group, LLC
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
|
Professional Financial Advisors, LLC
|
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|
REAP Financial Group, LLC
|
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Fulton Breakefield Broenniman Llc
|
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BLI - Banque de Luxembourg Investments
|
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BCS Wealth Management
|
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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|
|
Cordatus Wealth Management LLC
|
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Laurion Capital Management LP
|
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|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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Gsa Capital Partners Llp
|
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CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
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Provident Trust Co
|
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Steel Peak Wealth Management LLC
|
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Horizon Financial Services, Llc
|
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Capital Advisors Wealth Management, LLC
|
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Princeton Capital Management Llc
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
Dover Advisors, Llc
|
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Concentric Capital Strategies, LP
|
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Huntleigh Advisors, Inc.
|
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Groupama Asset Managment
|
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Proficio Capital Partners LLC
|
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Northstar Group, Inc.
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
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|
|
|
Violich Capital Management, Inc.
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
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FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
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|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
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|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
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|
Beirne Wealth Consulting Services, LLC
|
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Milestone Asset Management, Llc
|
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|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
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|
|
|
Aspect Partners, LLC
|
|
|
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|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
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|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
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|
|
Fidelity D & D Bancorp Inc
|
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|
Skopos Labs, Inc.
|
|
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|
Lcnb Corp
|
|
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|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
|
|
|
|
Kooman & Associates
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
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|
|
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
|
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|
|
|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
|
TruWealth Advisors, LLC
|
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|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
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|
|
Aua Capital Management, Llc
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Well Done, LLC
|
|
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|
|
|
Credit Agricole S A
|
|
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|
|
Eastern Bank
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Barnett & Company, Inc.
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
HFR Wealth Management, LLC
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
Steinberg Asset Management Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Lighthouse Wealth Management Inc.
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Drum Hill Capital, LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Davies Financial Advisors, Inc.
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Capasso Planning Partners LLC
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Advent Claymore Convertible Securities & Income Fund
|
|
|
|
|
|
Enclave Advisors LLC
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Profund Advisors Llc
|
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Jennison Associates Llc
|
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|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
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|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
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|
Sunflower Bank, N.A.
|
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WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
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Apollon Financial, LLC
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Archer Investment Corp
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GAMMA Investing LLC
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KDT Advisors, LLC
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Congress Wealth Management LLC / DE /
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VCULX - VALIC Co I - Growth Fund
|
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United Asset Strategies, Inc.
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Leelyn Smith, LLC
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Alaethes Wealth LLC
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Ti-trust, Inc
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NewSquare Capital LLC
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CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
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Allen Wealth Management, Llc
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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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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Scarborough Advisors, LLC
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SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
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Ntv Asset Management Llc
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Simplicity Wealth,LLC
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Cornerstone Wealth Management, LLC
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VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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NewEdge Wealth, LLC
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Viking Fund Management Llc
|
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Walkner Condon Financial Advisors LLC
|
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Baker Boyer National Bank
|
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Lountzis Asset Management, Llc
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Flaharty Asset Management, LLC
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KWB Wealth
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WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
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Bristlecone Advisors, LLC
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Melfa Wealth Management, Llc
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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Rps Advisory Solutions Llc
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Mitchell Mcleod Pugh & Williams Inc
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Elios Financial Group Inc.
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Penn Davis Mcfarland Inc
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Luminvest Wealth Management LLC
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Richard C. Young & CO., LTD.
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SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
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AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
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|
Nicholas Hoffman & Company, LLC.
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
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Harold Davidson & Associates Inc.
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Stevens Capital Management Lp
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FT Vest Hedged Equity Income Fund: Series A2
|
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Royal Capital Wealth Management, LLC
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Carret Asset Management, Llc
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DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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VELA Funds - VELA Large Cap 130/30 Fund Class I
|
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FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
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Nbt Bank N A /ny
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Gerber Kawasaki Wealth & Investment Management
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Dividend Asset Capital, Llc
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Eaton Vance Enhanced Equity Income Fund
|
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|
First American Trust, Fsb
|
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Parallax Volatility Advisers, L.P.
|
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Level Four Advisory Services, Llc
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Twin Tree Management, LP
|
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Eagle Wealth Strategies Llc
|
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Camden National Bank
|
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Raub Brock Capital Management LP
|
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Aull & Monroe Investment Management Corp
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Certified Advisory Corp
|
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Carderock Capital Management Inc
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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|
Cerro Pacific Wealth Advisors LLC
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|
Helium Advisors LLC
|
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|
Capital Investment Advisory Services, LLC
|
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|
Peterson Wealth Advisors, LLC
|
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Gentry Private Wealth, Llc
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
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|
American Trust
|
|
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|
StoneX Group Inc.
|
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MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
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|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
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|
Saturna Capital CORP
|
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|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
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|
Cincinnati Insurance Co
|
|
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|
|
LS Investment Advisors, LLC
|
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|
American National Bank
|
|
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|
Spectrum Wealth Counsel, LLC
|
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|
Colonial River Wealth Management, LLC
|
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|
Monterey Private Wealth, Inc.
|
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|
SRS Capital Advisors, Inc.
|
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|
Farmers Trust Co
|
|
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|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
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|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Private Capital Management, LLC
|
|
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|
|
Farmers National Bank
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
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|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Cove Street Capital, LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
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|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
TradeWell Securities, LLC.
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Rf&l Wealth Management, Llc
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Bellevue Group AG
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema Oncology ETF
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Evexia Wealth Llc
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Four Tree Island Advisory LLC
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Clayton Partners LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Pacific Wealth Management
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
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|
Evelyn Partners Asset Management Ltd
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
Post Resch Tallon Group Inc.
|
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|
Heritage Family Offices, LLP
|
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St. Nicholas Private Asset Management, Inc
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
|
Sigma Investment Counselors Inc
|
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|
Moseley Investment Management Inc
|
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B&D White Capital Company, LLC
|
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MML Series Investment Fund II - MML Equity Fund Initial Class
|
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|
Elefante Mark B
|
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PFG Advisors
|
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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|
Pathstone Holdings, LLC
|
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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HORAN Wealth, LLC
|
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PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
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IFG Advisors, LLC
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LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C
|
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RMR Capital Management, LLC
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Moloney Securities Asset Management, LLC
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Paul Damon & Associates, Inc.
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Capital Fund Management S.a.
|
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BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
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|
Presidio Capital Management, LLC
|
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Bayesian Capital Management, LP
|
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Fox Run Management, L.l.c.
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BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
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ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
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Manchester Financial Inc
|
|
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|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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DeDora Capital, Inc.
|
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|
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
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Mill Capital Management, LLC
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Tempus Wealth Planning, LLC
|
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EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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Synovus Financial Corp
|
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Howard Wealth Management, Llc
|
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State Board Of Administration Of Florida Retirement System
|
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Allium Financial Advisors, Llc
|
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Smith & Howard Wealth Management, LLC
|
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
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SFE Investment Counsel
|
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|
Heritage Financial Services, LLC
|
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RWC Asset Management LLP
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MONECO Advisors, LLC
|
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Copia Wealth Management
|
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Eaton Vance Tax-managed Buy-write Income Fund
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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Independent Wealth Network Inc.
|
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MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
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Sax Wealth Advisors, Llc
|
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Royal Fund Management, LLC
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Intellus Advisors LLC
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Running Point Capital Advisors, LLC
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BTC Capital Management, Inc.
|
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Allred Capital Management, LLC
|
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Edgestream Partners, L.P.
|
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Novare Capital Management Llc
|
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Paces Ferry Wealth Advisors, Llc
|
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BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
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Stokes Family Office, LLC
|
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Thomasville National Bank
|
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Delta Asset Management Llc/tn
|
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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|
Sara-Bay Financial
|
|
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|
Creative Capital Management Investments LLC
|
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|
Frontier Asset Management, LLC
|
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Lantz Financial LLC
|
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INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
Edmond De Rothschild Holding S.a.
|
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Greatmark Investment Partners, Inc.
|
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|
Autumn Glory Partners, LLC
|
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|
Kellett Schaffner Wealth Advisors LLC
|
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|
Stone House Investment Management, LLC
|
|
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|
|
Vista Investment Partners Llc
|
|
|
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|
Alpine Woods Capital Investors, Llc
|
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|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares
|
|
|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Rice Hall James & Associates, Llc
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Windle Wealth, LLC
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Blankinship & Foster, LLC
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Mubadala Investment Co PJSC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
WealthBridge Investment Counsel Inc.
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Seros Financial, LLC
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Verisail Partners, LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
McAdam, LLC
|
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|
Cornerstone Planning, LLC
|
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|
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|
LifeWealth Investments, LLC
|
|
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|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
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|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
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WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
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|
Ocean Capital Management, LLC
|
|
|
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|
Point72 Hong Kong Ltd
|
|
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|
Bank Of Nova Scotia
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
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|
Hilton Capital Management, LLC
|
|
|
|
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|
Bradley Foster & Sargent Inc/ct
|
|
|
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|
CMH Wealth Management LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Ransom Advisory, Ltd
|
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|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
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|
Brick & Kyle, Associates
|
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|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
PMG Wealth Management, Inc.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
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|
DDD Partners, LLC
|
|
|
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JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
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|
Signaturefd, Llc
|
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Bnc Wealth Management, Llc
|
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|
First PREMIER Bank
|
|
|
|
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Jones Financial Companies Lllp
|
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Deseret Mutual Benefit Administrators
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
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|
Hgk Asset Management Inc
|
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|
Ipswich Investment Management Co., Inc.
|
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Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
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Marshall & Sullivan Inc /wa/
|
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Milestones Private Investment Advisors LLC
|
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Tema Etfs Llc
|
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Precedent Wealth Partners, Llc
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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Rainey & Randall Investment Management Inc.
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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Mirabella Financial Services Llp
|
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|
Comprehensive Financial Consultants Institutional, Inc.
|
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Global Financial Private Client, LLC
|
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|
Patrick Mauro Investment Advisor, INC.
|
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KBC Group NV
|
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|
Meyer Handelman Co
|
|
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|
Spectrum Investment Advisors, Inc.
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
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|
MBOVX - M FUND INC - M Large Cap Value Fund
|
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DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
|
Gratus Wealth Advisors, LLC
|
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|
Excalibur Management Corp
|
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|
Comerica Bank
|
|
|
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|
EDENTREE ASSET MANAGEMENT Ltd
|
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|
Sippican Capital Advisors
|
|
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|
Diversified Portfolios, Inc.
|
|
|
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|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
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|
Ferguson Wellman Capital Management, Inc
|
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|
Sapient Capital Llc
|
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|
Clarendon Private LLC
|
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|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
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|
|
Capital Analysts, Inc.
|
|
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|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Capula Management Ltd
|
|
|
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|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
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|
|
Fisher Asset Management, LLC
|
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|
|
Americana Partners, LLC
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Capstone Wealth Management, LLC
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
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|
|
Searle & Co.
|
|
|
|
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|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Signal Tree Financial Partners Llc
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
Brown Wealth Management, Llc
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
21 West Wealth Management LLC
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Blackhill Capital Inc
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
FBTAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Biotechnology Fund Class A
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Mainsail Financial Group, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Family Wealth Group, LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
Forefront Wealth Management Inc.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Aspen Capital Management, LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
BankPlus Trust Department
|
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Quantbot Technologies LP
|
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|
Bare Financial Services, Inc
|
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NorthStar Asset Management LLC /NJ/
|
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|
Beck Mack & Oliver Llc
|
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|
Badgley Phelps Wealth Managers, LLC
|
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|
GEM Asset Management, LLC
|
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|
Skba Capital Management Llc
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
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|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
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|
|
SOUTH STATE Corp
|
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|
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|
Oppenheimer & Co Inc
|
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|
Kaydan Wealth Management, Inc.
|
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|
Lifeworks Advisors, LLC
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|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
Atwater Malick LLC
|
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|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
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|
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|
My Legacy Advisors, LLC
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|
Ccm Investment Advisers Llc
|
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|
Richards, Merrill & Peterson, Inc.
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Campbell Newman Asset Management Inc
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Bailard, Inc.
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Morris Financial Concepts, Inc.
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Summit Trail Advisors, Llc
|
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FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
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|
BlackRock, Inc.
|
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|
Betterment LLC
|
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DSG Capital Advisors, LLC
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
Tower Wealth Partners, Inc.
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|
Cardinal Capital Management, Inc.
|
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Altus Wealth Group LLC
|
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MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
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Northeast Investment Management
|
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|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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Ilmarinen Mutual Pension Insurance Co
|
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FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
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|
Opus Capital Group, LLC
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Sage Mountain Advisors LLC
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Calamos Global Total Return Fund
|
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WealthTrust Axiom LLC
|
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|
Fosun International Ltd
|
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Nearwater Capital Markets, Ltd
|
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Newman Dignan & Sheerar, Inc.
|
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|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
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|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
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|
Balyasny Asset Management Llc
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Kendall Capital Management
|
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Sawyer & Company, Inc
|
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Cooper Financial Group
|
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COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
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|
Rock Point Advisors, LLC
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
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|
Lakeridge Wealth Management LLC
|
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|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
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|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
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|
Yukon Wealth Management, Inc.
|
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West Wealth Group, LLC
|
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Lindenwold Advisors
|
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Strategic Investment Solutions, Inc. /IL
|
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Wells Trecaso Financial Group, LLC
|
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Mainstay Capital Management Llc /adv
|
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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|
Epiq Partners, Llc
|
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Fortis Capital Management LLC
|
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Berkshire Asset Management Llc/pa
|
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|
CFO4Life Group, LLC
|
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|
SOL Capital Management CO
|
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|
Clare Market Investments LLC
|
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|
Rs Crum Inc.
|
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Magnetar Financial LLC
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I
|
|
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|
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|
Trajan Wealth LLC
|
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|
Palisades Hudson Asset Management, L.P.
|
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|
Csenge Advisory Group
|
|
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|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Maple Capital Management, Inc.
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
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|
Cadinha & Co Llc
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
Integral Health Asset Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
|
|
|
|
|
Chris Bulman Inc
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Mirabaud Asset Management Ltd
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Penbrook Management LLC
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Sulzberger Capital Advisors, Inc.
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
V2 Financial group LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Barton Investment Management
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
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Schiavi & Co LLC
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Ubs Asset Management Americas Inc
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Sather Financial Group Inc
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Bernardo Wealth Planning LLC
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Advanced Series Trust - Ast Advanced Strategies Portfolio
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Ardent Capital Management, Inc.
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Toroso Investments, LLC
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
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Horizon Kinetics Asset Management Llc
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Capital Performance Advisors Llp
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