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Marcum Wealth, LLC
|
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|
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|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
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|
|
|
|
Puzo Michael J
|
|
|
|
|
|
McIlrath & Eck, LLC
|
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|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
Payden & Rygel
|
|
|
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|
SLT Holdings LLC
|
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|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
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|
|
|
|
Perkins Coie Trust Co
|
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|
|
|
|
MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
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|
|
|
|
Great Lakes Advisors, Llc
|
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|
Steigerwald, Gordon & Koch Inc.
|
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|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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|
|
|
|
Elgethun Capital Management
|
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|
|
|
|
Revolve Wealth Partners, LLC
|
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|
Groesbeck Investment Management Corp /nj/
|
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|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
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|
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|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
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|
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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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|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
Fiduciary Financial Group, Llc
|
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|
|
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|
Stratos Wealth Advisors, LLC
|
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|
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|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
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|
|
Element Wealth, LLC
|
|
|
|
|
|
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
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|
Foundry Partners, LLC
|
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|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
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|
Montag & Caldwell, Llc
|
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|
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|
Seacrest Wealth Management, Llc
|
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|
Aire Advisors, Llc
|
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Eisler Capital Management Ltd.
|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
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|
Mission Wealth Management, Lp
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
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|
|
HORAN Wealth, LLC
|
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|
Crown Wealth Group, LLC
|
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|
Biondo Investment Advisors, LLC
|
|
|
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|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
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|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
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|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
SCS Capital Management LLC
|
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|
|
Epoch Investment Partners, Inc.
|
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|
Monetary Management Group Inc
|
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|
Institute for Wealth Management, LLC.
|
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|
Voisard Asset Management Group, Inc.
|
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|
GM Advisory Group, Inc.
|
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|
Maripau Wealth Management Llc
|
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|
SlateStone Wealth, LLC
|
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|
|
Quest Partners LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
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|
Investment House Llc
|
|
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|
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A
|
|
|
|
|
|
Engineers Gate Manager LP
|
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|
State of Wyoming
|
|
|
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|
Novare Capital Management Llc
|
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|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
Seilern Investment Management Ltd
|
|
|
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|
Wolff Wiese Magana Llc
|
|
|
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|
Country Trust Bank
|
|
|
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|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Paradigm, Strategies in Wealth Management, LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Patient Capital Management, LLC
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Blackrock Enhanced Global Dividend Trust
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Wealth Group Ltd
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Elkhorn Partners Limited Partnership
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Focused Investors LLC
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
Burr Financial Services, Llc
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Scholtz & Company, Llc
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Scion Asset Management, LLC
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Grange Capital, LLC
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Soapstone Management L.p.
|
|
|
|
|
|
One + One Wealth Management, Llc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
NavPoint Financial, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Jackson Square Partners, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
PFM Health Sciences, LP
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Profit Investment Management, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
GFGEX - Capitol Series Trust - Guardian Fundamental Global Equity Fund Institutional Shares
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Eversept Partners, LP
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
GDOC - Goldman Sachs ETF Trust - Goldman Sachs Future Health Care Equity ETF
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
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|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
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|
|
|
|
Midland Wealth Advisors Llc
|
|
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|
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|
Ping Capital Management, Inc.
|
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|
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|
New York Life Investment Management Llc
|
|
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|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
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|
Choate Investment Advisors
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
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|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
R.H. Investment Group, LLC
|
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|
|
|
|
Compass Rose Asset Management, LP
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Fwl Investment Management, Llc
|
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|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
Caldwell Trust Co
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Bowie Capital Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
ORBA Wealth Advisors, L.L.C.
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Capital Management Associates /ny/
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Park West Asset Management LLC
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
|
|
|
|
|
|
Ruane, Cunniff & Goldfarb L.P.
|
|
|
|
|
|
Riverpark Capital Management Llc
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
|
|
|
|
|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Simplify Asset Management Inc.
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
|
|
|
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
PACIFIC SELECT FUND - Focused Growth Portfolio Class I
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
ATVPX - ALGER FUNDS - Alger 35 Fund Class P
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Canal Capital Management, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
NCP Inc.
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Oder Investment Management, LLC
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
SEQUX - Sequoia Fund Inc - Sequoia Fund Inc
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Troluce Capital Advisors LLC
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
Lindenwold Advisors
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Formula Growth Ltd
|
|
|
|
|
|
Rock Springs Capital Management LP
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Fairfield Financial Advisors, LTD
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
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Navellier & Associates Inc
|
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|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
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|
Wellington Capital Management, Inc.
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|
Green Harvest Asset Management LLC
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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|
Prelude Capital Management, Llc
|
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|
Bollard Group LLC
|
|
|
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|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
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|
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
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|
Westover Capital Advisors, LLC
|
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|
Cohen Klingenstein LLC
|
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|
Banco de Sabadell, S.A
|
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|
Signal Advisors Wealth, LLC
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|
Spirit Of America Management Corp/ny
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|
Stokes Family Office, LLC
|
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|
One Charles Private Wealth Services, LLC
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|
Northeast Financial Consultants Inc
|
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|
Legacy Capital Wealth Partners, LLC
|
|
|
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|
Rainier Family Wealth Inc
|
|
|
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|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
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|
Northwestern Mutual Wealth Management Co
|
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Mondrian Investment Partners LTD
|
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CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
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|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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|
Tekla Healthcare Investors
|
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Community Financial Services Group, LLC
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Kraft, Davis & Associates, LLC
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WASHINGTON TRUST Co
|
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LJI Wealth Management, LLC
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USS Investment Management Ltd
|
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Community Bank, N.A.
|
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Hoey Investments, Inc
|
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Lineweaver Wealth Advisors, LLC
|
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|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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|
Littlejohn Financial Services, Inc.
|
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1620 Investment Advisors, Inc.
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
STAR Financial Bank
|
|
|
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|
Keybank National Association/oh
|
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MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
|
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|
Skylands Capital, LLC
|
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Williams Jones Wealth Management, LLC.
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Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
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|
Sivik Global Healthcare LLC
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
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|
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|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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Weiss Asset Management LP
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Deutsche Bank Ag\
|
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LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
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|
Meridian Wealth Management, LLC
|
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Rothschild Capital Partners, LLC
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Condor Capital Management
|
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Rossmore Private Capital
|
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|
Florida Financial Advisors, Llc
|
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Montag A & Associates Inc
|
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|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
Lockerman Financial Group, Inc.
|
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|
Siren, L.L.C.
|
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|
Strategic Wealth Partners, Ltd.
|
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Stephens Consulting, LLC
|
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|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
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|
City State Bank
|
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|
Richard Bernstein Advisors LLC
|
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Versor Investments LP
|
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|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
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|
Baird Financial Group, Inc.
|
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|
Stephenson & Company, Inc.
|
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|
Boston Trust Walden Corp
|
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|
Wilson & Boucher Capital Management, LLC
|
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|
Stonekeep Investments, LLC
|
|
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|
|
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A
|
|
|
|
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|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
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|
|
Financial Advisory Corp /ut/ /adv
|
|
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|
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|
Dover Advisors, Llc
|
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|
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|
Pin Oak Investment Advisors Inc
|
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|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
UNICOM Systems, Inc.
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Inkwell Capital Llc
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
FreeGulliver LLC
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
|
|
|
|
|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
360 Financial, Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Braidwell Lp
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
Fischer Financial Services, Inc.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
BIT Capital GmbH
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Naples Global Advisors, Llc
|
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Permanent Capital Management, LP
|
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|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
Greenwich Wealth Management LLC
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
Quadrant Private Wealth Management, LLC
|
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|
Stone House Investment Management, LLC
|
|
|
|
|
|
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
Venator Management LLC
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
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|
Cornerstone Investment Partners, LLC
|
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|
Applied Capital LLC/FL
|
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|
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class
|
|
|
|
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|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
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|
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
|
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|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
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Capital & Planning, Llc
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|
|
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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|
Atticus Wealth Management, Llc
|
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|
Toroso Investments, LLC
|
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Oppenheimer & Co Inc
|
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MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
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|
Howard Hughes Medical Institute
|
|
|
|
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|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
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HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF
|
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Minot DeBlois Advisors LLC
|
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|
|
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DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
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|
Steel Peak Wealth Management LLC
|
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|
Fulton Bank, N.a.
|
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|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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|
|
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|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
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|
Jacobsen Capital Management
|
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|
Woodbridge CO LTD
|
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|
Tower Research Capital LLC (TRC)
|
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|
Great Diamond Partners, LLC
|
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|
PUREfi Wealth, LLC
|
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Long Focus Capital Management, Llc
|
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CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
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Tweedy, Browne Co LLC
|
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|
Hillsdale Investment Management Inc.
|
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Crux Wealth Advisors
|
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Owl Creek Asset Management, L.P.
|
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|
Nan Shan Life Insurance Co., Ltd.
|
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Tradition Wealth Management, LLC
|
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|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
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|
Absolute Capital Management, LLC
|
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Abel Hall, LLC
|
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Itau Unibanco Holding S.A.
|
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Sagespring Wealth Partners, Llc
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
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|
Sectoral Asset Management Inc
|
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Plan Group Financial, LLC
|
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Allen Operations Llc
|
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|
Philadelphia Trust Co
|
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|
Cornerstone Planning, LLC
|
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|
Ausdal Financial Partners, Inc.
|
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Spdr S&p 500 Etf Trust
|
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Concord Asset Management, LLC/VA
|
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Dimensional Fund Advisors Lp
|
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JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
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|
Meadow Creek Wealth Advisors Llc
|
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Greenup Street Wealth Management Llc
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
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|
Avantax Planning Partners, Inc.
|
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CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
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|
Semmax Financial Advisors Inc.
|
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Securian Asset Management, Inc
|
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|
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I
|
|
|
|
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|
GPS Wealth Strategies Group, LLC
|
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|
|
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|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
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|
Floyd Financial Group Llc
|
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|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
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|
Proathlete Wealth Management Llc
|
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|
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Knott David M Jr
|
|
|
|
|
|
CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
McGinn Investment Management, Inc.
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Hound Partners, LLC
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Discovery Capital Management, Llc / Ct
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Unison Asset Management LLC
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Profunds - Profund Vp Health Care
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Cyr Financial Inc.
|
|
|
|
|
|
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Advent Capital Management /de/
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
|
|
|
|
|
AMRGX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND Series One SERIES ONE CLASS D
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
Williams & Novak, LLC
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
Centerpoint Advisory Group
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Dividend & Income Fund
|
|
|
|
|
|
FSHCX - FIDELITY SELECT PORTFOLIOS - Health Care Services Portfolio
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Solel Partners LP
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Eagle Health Investments LP
|
|
|
|
|
|
GEN Financial Management, INC.
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Hill Island Financial Llc
|
|
|
|
|
|
Truvestments Capital Llc
|
|
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|
|
Edgestream Partners, L.P.
|
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|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
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|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
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|
|
Atwood & Palmer Inc
|
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|
|
|
|
Castleview Partners, Llc
|
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|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Wcm Investment Management, Llc
|
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|
|
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|
Tiaa Trust, National Association
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
Seeds Investor Llc
|
|
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|
|
|
Money Concepts Capital Corp
|
|
|
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|
Charter Oak Capital Management, LLC
|
|
|
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|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Valtinson Bruner Financial Planning LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
CALIFORNIA FIRST LEASING Corp
|
|
|
|
|
|
Orbis Allan Gray Ltd
|
|
|
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|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
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|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Courage Capital Management Llc
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
|
|
|
|
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Alternative Investment Advisors, LLC.
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Empyrean Capital Partners, LP
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
|
|
|
|
|
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
MISEX - Midas Series Trust - Midas Magic
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Forefront Wealth Management Inc.
|
|
|
|
|
|
Scopia Capital Management Lp
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Standard Family Office LLC
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Manchester Global Management (UK) Ltd
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
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|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
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|
West Michigan Advisors, Llc
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
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|
|
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|
Regent Peak Wealth Advisors LLC
|
|
|
|
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|
Ingalls & Snyder Llc
|
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|
Claro Advisors LLC
|
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|
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|
Old National Bancorp /in/
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
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|
ABN AMRO Bank N.V.
|
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|
Traveka Wealth, LLC
|
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|
LRI Investments, LLC
|
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|
Dohj, Llc
|
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|
Bank of New York Mellon Corp
|
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WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N
|
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|
First Trust Advisors Lp
|
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|
Stratos Wealth Partners, LTD.
|
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|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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|
|
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|
Silicon Valley Capital Partners
|
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|
Ring Mountain Capital, LLC
|
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|
Davis R M Inc
|
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SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
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|
Mn Services Vermogensbeheer B.V.
|
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|
|
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|
Df Dent & Co Inc
|
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|
|
|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
|
|
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|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
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|
|
|
|
Bordeaux Wealth Advisors LLC
|
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|
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|
Summit Place Financial Advisors, LLC
|
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|
Hamilton Point Investment Advisors, LLC
|
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|
MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund
|
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|
|
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|
Sit Investment Associates Inc
|
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|
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
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|
44 Wealth Management Llc
|
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|
Azimuth Capital Investment Management LLC
|
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|
|
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|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
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|
Miller Financial Services LLC
|
|
|
|
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|
Fagan Associates, Inc.
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
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|
King Luther Capital Management Corp
|
|
|
|
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|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
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|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
|
|
|
|
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|
Twin Tree Management, LP
|
|
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
Bowman & Co S.C.
|
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|
Apollon Wealth Management, LLC
|
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|
Van Hulzen Asset Management, LLC
|
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|
Burns J W & Co Inc/ny
|
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|
Members Wealth Llc
|
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|
Cibc World Markets Corp
|
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Certified Advisory Corp
|
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|
Wealthbridge Capital Management, Llc
|
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|
Clifford Group, LLC
|
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Sanders Capital, LLC
|
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|
Baader Bank INC
|
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Strong Tower Advisory Services
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
Barrett & Company, Inc.
|
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1 North Wealth Services Llc
|
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KLCM Advisors, Inc.
|
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Norinchukin Bank, The
|
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|
Utah Retirement Systems
|
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|
Capital Investment Advisory Services, LLC
|
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|
UniSuper Management Pty Ltd
|
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|
DDFG, Inc
|
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|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
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|
MUFG Securities EMEA plc
|
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|
Texas Bank & Trust Co
|
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|
FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C
|
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|
MBL Wealth, LLC
|
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|
Liontrust Investment Partners LLP
|
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|
RiverPark Advisors, LLC
|
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
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|
CFIMX - Clipper Funds Trust - Clipper Funds Trust
|
|
|
|
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|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Tekla Healthcare Opportunities Fund
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
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|
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
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|
Connors Investor Services Inc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
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|
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
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|
Morningstar Investment Services LLC
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
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|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
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|
|
Roundview Capital LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Coco Enterprises, LLC
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Fogel Capital Management, Inc.
|
|
|
|
|
|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
ODonnell Financial Services, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
CMH Wealth Management LLC
|
|
|
|
|
|
Periscope Capital Inc.
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
BWTG - ETF Opportunities Trust - Brendan Wood TopGun ETF
|
|
|
|
|
|
Rf&l Wealth Management, Llc
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Growth Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
Marathon Asset Management Lp
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Eagle Capital Management Llc
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
CastleKnight Management LP
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
BCK Partners, Inc.
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
|
|
|
|
|
|
CSU Producer Resources, Inc.
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
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|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
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|
|
AXS Investments LLC
|
|
|
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|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
One Fin Capital Management LP
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Tenzing Global Management, LLC
|
|
|
|
|
|
XHS - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Services ETF
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
Copley Financial Group, Inc.
|
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|
|
Cornerstone Total Return Fund Inc
|
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|
|
|
Rakuten Investment Management, Inc.
|
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|
|
First Horizon Advisors, Inc.
|
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|
|
Sfmg, Llc
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
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|
|
Viking Fund Management Llc
|
|
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|
|
Handelsbanken Fonder AB
|
|
|
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|
|
Lodestone Wealth Management LLC
|
|
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|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
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|
|
Walleye Trading LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
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|
|
Maj Invest Holding A/S
|
|
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|
|
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A
|
|
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|
|
|
Ames National Corp
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
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|
|
Westmount Partners, LLC
|
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|
|
Constitution Capital LLC
|
|
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|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Epiq Partners, Llc
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Calamos Long/Short Equity & Dynamic Income Trust
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
MUHLX - Managed Portfolio Series - Muhlenkamp Fund Institutional Class Shares
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
HealthInvest Partners AB
|
|
|
|
|
|
Swan Global Investments, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
TORYX - RBB Fund Trust - Torray Fund
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Alapocas Investment Partners, Inc.
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
MRFOX - Ultimus Managers Trust - Marshfield Concentrated Opportunity Fund
|
|
|
|
|
|
Eminence Capital, Lp
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Synergy Investment Management, LLC
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Penobscot Wealth Management
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
Naya Capital Management Uk Ltd
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Veritas Asset Management LLP
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
|
|
Mader & Shannon Wealth Management, Inc.
|
|
|
|
|
|
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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|
Blue Chip Partners, Inc.
|
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|
Richards, Merrill & Peterson, Inc.
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Marotta Asset Management
|
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
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|
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|
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
|
|
|
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|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
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|
SageView Advisory Group, LLC
|
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|
Cincinnati Insurance Co
|
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BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
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Y.D. More Investments Ltd
|
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Hallmark Capital Management Inc
|
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Droms Strauss Advisors Inc /mo/ /adv
|
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WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
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|
Interchange Capital Partners, LLC
|
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|
Central Bank & Trust Co
|
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|
DRW Securities, LLC
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
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|
Burt Wealth Advisors
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
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|
|
|
|
Axis Wealth Partners, LLC
|
|
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|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
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|
Consilium Wealth Advisory, LLC
|
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|
Aqr Capital Management Llc
|
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Round Rock Advisors, LLC
|
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One Capital Management, LLC
|
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CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
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MAI Capital Management
|
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Benjamin Edwards Inc
|
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Clear Investment Research, Llc
|
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QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio
|
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|
Lido Advisors, LLC
|
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Modus Advisors, LLC
|
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REDWX - Aspiration Funds - Aspiration Redwood Fund
|
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Private Advisory Group LLC
|
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MBE Wealth Management, LLC
|
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Crawford Fund Management, LLC
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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Polaris Capital Management, LLC
|
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RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
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MeadowBrook Investment Advisors LLC
|
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Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
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Custos Family Office, LLC
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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Gotham Asset Management, LLC
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Supplemental Annuity Collective Trust of NJ
|
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Jfs Wealth Advisors, Llc
|
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PENN SERIES FUNDS INC - Large Growth Stock Fund
|
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|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Austin Private Wealth, LLC
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Curio Wealth, Llc
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
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|
Inspire Trust Co, N.a.
|
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Heritage Wealth Advisors
|
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|
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
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LM Advisors LLC
|
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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|
Birch Hill Investment Advisors LLC
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STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
|
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|
DekaBank Deutsche Girozentrale
|
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|
Neuberger Berman Group LLC
|
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|
Value Partners Investments Inc.
|
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|
Beaumont Financial Advisors, LLC
|
|
|
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|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
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|
Sequoia Financial Advisors, LLC
|
|
|
|
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|
Kentucky Retirement Systems
|
|
|
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|
Fiduciary Alliance LLC
|
|
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|
SOL Capital Management CO
|
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|
Franklin Resources Inc
|
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|
Lone Pine Capital Llc
|
|
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|
Mutual Advisors, LLC
|
|
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|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
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|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
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|
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|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
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|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
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|
Jain Global LLC
|
|
|
|
|
|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Lincluden Management Ltd
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A
|
|
|
|
|
|
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
Vulcan Value Partners, LLC
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
PBFDX - FORUM FUNDS - Payson Total Return Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
LMORX - Advisor Managed Portfolios - Patient Opportunity Trust Class R
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
|
|
|
|
|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
|
|
|
|
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
|
|
ETF Portfolio Partners, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Chronos Wealth Management, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Fairbanks Capital Management, Inc.
|
|
|
|
|
|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
MFOCX - Marsico Investment Fund - Marsico Focus Fund
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Lincoln Capital Corp
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Winmill & Co. Inc
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
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Gerber, Llc
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Brady Family Wealth, Llc
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Two Sigma Advisers, Lp
|
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Gilliland Jeter Wealth Management LLC
|
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GROZ - Zacks Trust - Zacks Focus Growth ETF
|
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|
Arvest Bank Trust Division
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
Prentice Wealth Management LLC
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Procyon Private Wealth Partners, LLC
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Kingsview Wealth Management, LLC
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DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
Brighton Jones Llc
|
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Rothschild Investment Llc
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Wormser Freres Gestion
|
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Donaldson Capital Management, Llc
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Trust Co Of Virginia /va
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Highview Capital Management LLC/DE/
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Pines Wealth Management, LLC
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HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
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|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
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|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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TradeWell Securities, LLC.
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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Sofos Investments, Inc.
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ACSI - Tidal ETF Trust - American Customer Satisfaction ETF
|
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BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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Joel Isaacson & Co., LLC
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CIBC World Markets Inc.
|
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Ariadne Wealth Management, LP
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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Standard Life Aberdeen plc
|
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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Hartford Funds Management Co LLC
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Atlantic Trust, LLC
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Academy Capital Management Inc/tx
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Fortress Financial Group, Llc
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Modera Wealth Management, LLC
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Polen Capital Management Llc
|
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
Bragg Financial Advisors, Inc
|
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Symmetry Investments LP
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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Bretton Capital Management, LLC
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Cypress Wealth Services, LLC
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Oxinas Partners Wealth Management LLC
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SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
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BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
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MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N
|
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FNY Investment Advisers, LLC
|
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FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
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|
Beacon Pointe Advisors, LLC
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Anchor Capital Advisors Llc
|
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Stokes Capital Advisors, LLC
|
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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|
IMG Wealth Management, Inc.
|
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Cahaba Wealth Management, Inc.
|
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Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
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Chilton Capital Management Llc
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Sachetta, LLC
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White Pine Capital Llc
|
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Hoese & Co LLP
|
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JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
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|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
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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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Americana Partners, LLC
|
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|
Monograph Wealth Advisors, Llc
|
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|
Wilkins Investment Counsel Inc
|
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|
Lynx Investment Advisory
|
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|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
|
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|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
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|
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
|
|
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FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
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|
Lmp Capital & Income Fund Inc.
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
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|
Federation des caisses Desjardins du Quebec
|
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|
Welch & Forbes Llc
|
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|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Heritage Wealth Partners, LLC
|
|
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|
|
Financial Management Professionals, Inc.
|
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|
|
Maia Wealth LLC
|
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|
|
Stonebridge Financial Planning Group, LLC
|
|
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|
|
Fortitude Family Office, LLC
|
|
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|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
FJ Capital Management LLC
|
|
|
|
|
|
Pillar Financial Advisors, LLC
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
RWGFX - RIVERPARK FUNDS TRUST - RiverPark/Wedgewood Fund Retail Class
|
|
|
|
|
|
AltraVue Capital, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Wolf Hill Capital Management, LP
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Investments & Financial Planning, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
Evergreen Wealth Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
Calamos Global Total Return Fund
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
|
|
|
|
|
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
WS Portfolio Advisory, LLC
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
HRTS - Tema ETF Trust - Tema Cardiovascular and Metabolic ETF
|
|
|
|
|
|
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A
|
|
|
|
|
|
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
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ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
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|
|
William Blair Investment Management, Llc
|
|
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|
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
|
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|
Mml Investors Services, Llc
|
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|
Versant Capital Management, Inc
|
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|
Waycross Partners, Llc
|
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FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
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|
|
Bank Of Hawaii
|
|
|
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|
Alpha Financial Advisors, LLC
|
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|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
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|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
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|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
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|
|
HAP Trading, LLC
|
|
|
|
|
|
TOPT - iSHARES TRUST - iShares Top 20 U.S. Stocks ETF
|
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|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
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|
Tiger Global Management Llc
|
|
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|
Safeguard Investment Advisory Group, LLC
|
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|
E&G Advisors, LP
|
|
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|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
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|
NewSquare Capital LLC
|
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|
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|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Wolverine Trading, Llc
|
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|
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|
|
Marco Investment Management Llc
|
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|
|
Calamos Wealth Management LLC
|
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|
Cheviot Value Management, LLC
|
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|
|
Nissay Asset Management Corp /japan/ /adv
|
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|
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|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
Sullivan Wood Capital Management LLC
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
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|
Spire Wealth Management
|
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|
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|
Axq Capital, Lp
|
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|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
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|
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|
Bayforest Capital Ltd
|
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Tortoise Investment Management, LLC
|
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VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares
|
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|
Baillie Gifford & Co
|
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|
Twin Focus Capital Partners, Llc
|
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Strengthening Families & Communities, LLC
|
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|
Twin City Private Wealth, Llc
|
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|
Wendell David Associates Inc
|
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|
Qube Research & Technologies Ltd
|
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|
BRYN MAWR TRUST Co
|
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|
Retirement Wealth Solutions LLC
|
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|
Catalytic Wealth RIA, LLC
|
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|
Old North State Wealth Management, LLC
|
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|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
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|
Discipline Wealth Solutions, LLC
|
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|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
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|
Canopy Partners, LLC
|
|
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|
|
|
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
|
|
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|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
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|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
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|
|
American Century Companies Inc
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
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|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
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|
|
|
United Community Bank
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
EGGY - Tidal Trust III - NestYield Dynamic Income ETF
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Forum Financial Management, LP
|
|
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|
|
Longview Partners (Guernsey) LTD
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
Claris Advisors, Llc / Mo /
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Lauer Wealth, LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Gobi Capital Llc
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
RIVBX - Investment Managers Series Trust - Riverbridge Growth Fund Institutional Class
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
MEDI - Harbor ETF Trust - Harbor Health Care ETF
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Steadfast Capital Management Lp
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
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VCULX - VALIC Co I - Growth Fund
|
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|
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|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
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|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
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|
|
Evolution Advisers, Inc.
|
|
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|
Qrg Capital Management, Inc.
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
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Alliancebernstein L.p.
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Gerber Kawasaki Wealth & Investment Management
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Verus Capital Partners, Llc
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Canoe Financial LP
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Evercore Wealth Management, LLC
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|
Point72 Asset Management, L.P.
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|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
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|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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|
|
MainStreet Investment Advisors LLC
|
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|
Ally Financial Inc.
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Cascade Financial Partners, LLC
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Cooke & Bieler Lp
|
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Rockefeller Capital Management L.P.
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Commerzbank Aktiengesellschaft /fi
|
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Global Trust Asset Management, LLC
|
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|
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TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
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|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
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|
Regatta Capital Group, Llc
|
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|
Asio Capital, LLC
|
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|
Souders Financial Advisors
|
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|
Rise Advisors, LLC
|
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Dai-Ichi Life Insurance Company, Ltd
|
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
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|
Yousif Capital Management, Llc
|
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IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
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|
|
Aaron Wealth Advisors LLC
|
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|
Capital Advisors, Ltd. LLC
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Menard Financial Group LLC
|
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Tlwm
|
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Wrapmanager Inc
|
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Wesbanco Bank Inc
|
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GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
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|
Victory Capital Management Inc
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Tcw Group Inc
|
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Avestar Capital, LLC
|
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PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
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VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
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|
Bremer Bank National Association
|
|
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Diamant Asset Management, Inc.
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
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Nicollet Investment Management, Inc.
|
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Allianzgi Equity & Convertible Income Fund
|
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|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
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|
Clear Street Markets Llc
|
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Seamount Financial Group Inc
|
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WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
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|
|
Harbour Investment Management Llc
|
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|
|
Truepoint, Inc.
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
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|
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|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
POLRX - FundVantage Trust - Polen Growth Fund Investor Class
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Fiduciary Management Inc /wi/
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
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|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
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|
LeConte Wealth Management, LLC
|
|
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|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
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|
|
Total Investment Management Inc
|
|
|
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|
|
TFG Advisers LLC
|
|
|
|
|
|
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Sterling Investment Management, Inc.
|
|
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JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II
|
|
|
|
|
|
IMZ Advisory Inc
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
FMIGX - FMI FUNDS INC - FMI Global Fund Institutional Class
|
|
|
|
|
|
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Shay Capital LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Exome Asset Management LLC
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Eos Management, L.P.
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C
|
|
|
|
|
|
Rhenman & Partners Asset Management AB
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
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|
NWF Advisory Services Inc.
|
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Peoples Bank/KS
|
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MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
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|
Fairman Group, LLC
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
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|
Strategic Family Wealth Counselors, L.L.C.
|
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M&G Plc
|
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|
Garde Capital, Inc.
|
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GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
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|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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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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|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
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Northern Oak Wealth Management Inc
|
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RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
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Everhart Financial Group, Inc.
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Polar Capital Holdings Plc
|
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Cape Cod Five Cents Savings Bank
|
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Agate Pass Investment Management, LLC
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TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
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|
Constant Guidance Financial LLC
|
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|
Kfg Wealth Management, Llc
|
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Calamos Advisors LLC
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
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683 Capital Management, LLC
|
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Riverwater Partners LLC
|
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Two Sigma Investments, Lp
|
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ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
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|
waypoint wealth counsel
|
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PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
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Viawealth, Llc
|
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Ritter Daniher Financial Advisory LLC / DE
|
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Clough Global Dividend & Income Fund
|
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Continuum Wealth Advisors, Llc
|
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Financial Advisory Service, Inc.
|
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Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
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Liberty Wealth Management Llc
|
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Herold Advisors, Inc.
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Kovack Advisors, Inc.
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Wealth Preservation Advisors, LLC
|
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Grassi Investment Management
|
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
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National Asset Management, Inc.
|
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FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
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Asset Dedication, LLC
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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Prairiewood Capital, LLC
|
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Marietta Wealth Management, LLC
|
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FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
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|
Blue Whale Capital LLP
|
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Brave Warrior Advisors, LLC
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Roberts Glore & Co Inc /il/
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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Jupiter Asset Management Ltd
|
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
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|
Gf Fund Management Co. Ltd.
|
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CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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Quarry LP
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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Harvest Fund Management Co., Ltd
|
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Climber Capital SA
|
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FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
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|
Industrial Alliance Investment Management Inc.
|
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Institutional Investment Strategy Fund
|
|
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|
Nations Financial Group Inc, /ia/ /adv
|
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NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
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|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
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|
Diligent Investors, LLC
|
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|
|
Founders Financial Securities Llc
|
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Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
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|
|
|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
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LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
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|
|
PayPay Securities Corp
|
|
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|
Securian Funds Trust - SFT Ivy Growth Fund
|
|
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|
|
JTC Employer Solutions Trusteee Ltd
|
|
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|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
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|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Lafayette Investments, Inc.
|
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|
|
Ostrum Asset Management
|
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|
|
Csenge Advisory Group
|
|
|
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|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Antonelli Financial Advisors, LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Himension Fund
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Windle Wealth, LLC
|
|
|
|
|
|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
YACKX - AMG FUNDS - AMG Yacktman Fund Class I
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Minneapolis Portfolio Management Group, LLC
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Smead Capital Management, Inc.
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Act Wealth Management, Llc
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
PGVFX - FORUM FUNDS - Polaris Global Value Fund
|
|
|
|
|
|
Capital Wealth Alliance, LLC
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Blackstone Group Inc
|
|
|
|
|
|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
|
|
|
|
|
Arbor Capital Management Inc /adv
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Ninety One North America, Inc.
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Lakewood Capital Management, Lp
|
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|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Pvg Asset Management Corp
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
|
|
|
|
|
V2 Financial group LLC
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Towerpoint Wealth, LLC
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Elevation Series Trust - The Opal Dividend Income ETF
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Generation Capital Management LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
RedJay Asset Management Inc.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Elwood Capital Partners Lp
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Palmer Knight Co
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Guardcap Asset Management Ltd
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Altiora Financial Group, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Balance Wealth, LLC
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
EGGQ - Tidal Trust III - NestYield Visionary ETF
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
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FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
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|
Mascoma Wealth Management LLC
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Traphagen Investment Advisors Llc
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Mitchell Sinkler & Starr/pa
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Spinnaker Trust
|
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MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
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Waverton Investment Management Ltd
|
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CarsonAllaria Wealth Management, Ltd.
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TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
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Means Investment Co., Inc.
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Alliance Wealth Management Group
|
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James Investment Research Inc
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PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
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Spear Holdings RSC Ltd
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MONECO Advisors, LLC
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BKM Wealth Management, LLC
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Kirtland Hills Capital Management, Llc
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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FDx Advisors, Inc.
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LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
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AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
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Estabrook Capital Management
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
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SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
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Prosperity Financial Group, Inc.
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Wealth Forward, LLC
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Te Ahumairangi Investment Management Ltd
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ORG Wealth Partners, LLC
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Glenmede Investment Management, LP
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Resurgent Financial Advisors LLC
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Alden Global Capital LLC
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NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
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American National Bank
|
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
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Ofi Invest Asset Management
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Abdiel Capital Advisors, LP
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VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
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Voleon Capital Management Lp
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Lazard Global Total Return & Income Fund Inc
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HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
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Comerica Bank
|
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Congress Asset Management Co /ma
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Community Trust & Investment Co
|
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U.S. Capital Wealth Advisors, LLC
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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First Citizens Bank & Trust Co
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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Saxon Interests, Inc.
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Bridge Generations Wealth Management Llc
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Bingham Private Wealth, Llc
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BlueCrest Capital Management Ltd
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St. Johns Investment Management Company, LLC
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Stamos Capital Partners, L.p.
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Delta Asset Management Llc/tn
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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Camden Capital, LLC
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Fosun International Ltd
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Koesten, Hirschmann & Crabtree, INC.
|
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FT Vest Total Return Income Fund: Series B1
|
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PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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LRT Capital Management, LLC
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
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True North Advisors, LLC
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Independent Investors Inc
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Connecticut Wealth Management, LLC
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Thomasville National Bank
|
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Buckley Wealth Management, LLC
|
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Culbertson A N & Co Inc
|
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ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
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|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
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|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
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|
Moors & Cabot, Inc.
|
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|
Gwn Securities Inc.
|
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|
Penobscot Investment Management Company, Inc.
|
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Iron Horse Wealth Management, LLC
|
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|
Y-Intercept (Hong Kong) Ltd
|
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|
Gw Henssler & Associates Ltd
|
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|
Enclave Advisors LLC
|
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|
Gibbs Wealth Management
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
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|
Chancellor Financial Group WB LP
|
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HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
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HBW Advisory Services LLC
|
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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GenTrust, LLC
|
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EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
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|
Balentine LLC
|
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|
GLOBALT Investments LLC / GA
|
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|
Cidel Asset Management Inc
|
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|
Kinloch Capital, LLC
|
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|
Magnolia Wealth Management, LLC
|
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|
Geneos Wealth Management Inc.
|
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|
JXX - Janus Detroit Street Trust - Janus Henderson Transformational Growth ETF
|
|
|
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|
Fairvoy Private Wealth, LLC
|
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|
Railway Pension Investments Ltd
|
|
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|
Proquility Private Wealth Partners, LLC
|
|
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|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
|
|
|
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|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
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|
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
|
|
|
|
|
Oak Thistle LLC
|
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|
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|
|
Redwood Investment Management, Llc
|
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|
Cwm, Llc
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
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|
|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
USSE - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Select Equity ETF
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Kingdom Financial Group LLC.
|
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|
|
Vident Advisory, LLC
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
FCGPX - MAINSTAY FUNDS TRUST - MainStay PineStone Global Equity Fund Class P
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
|
|
|
|
Prakash Investment Advisors Llc
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Coho Partners, Ltd.
|
|
|
|
|
|
BloombergSen Inc.
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Pacific Capital Partners Ltd
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
BRTNX - PFS FUNDS - Bretton Fund
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Actinver Wealth Management, Inc.
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Gladius Capital Management LP
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Onefund, Llc
|
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Greenfield Savings Bank
|
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Cardiff Park Advisors, Llc
|
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|
Eubel Brady & Suttman Asset Management Inc
|
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|
Solstein Capital, LLC
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I
|
|
|
|
|
|
Marshfield Associates
|
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|
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|
GFG Capital, LLC
|
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|
Whalen Wealth Management Inc.
|
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|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
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|
|
Integrated Wealth Concepts LLC
|
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|
|
|
Salomon & Ludwin, LLC
|
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|
Clarius Group, LLC
|
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Anchor Investment Management, LLC
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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|
Plante Moran Financial Advisors, LLC
|
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|
CapWealth Advisors, LLC
|
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Quilter Plc
|
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Stevens Capital Management Lp
|
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Horizon Wealth Management, LLC
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MGLBX - Marsico Investment Fund - Marsico Global Fund
|
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Toronto Dominion Bank
|
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ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
|
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Baron Silver Stevens Financial Advisors, Llc
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Hancock Whitney Corp
|
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Horizon Investments, LLC
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Atomi Financial Group, Inc.
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Primecap Management Co/ca/
|
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Byrne Asset Management LLC
|
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Change Path, LLC
|
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|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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|
Fort Point Capital Partners LLC
|
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TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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Centurion Wealth Management LLC
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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|
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Mjp Associates Inc /adv
|
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Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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YOKE - EA Series Trust - Yoke Core ETF
|
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Chapman Financial Group, Llc
|
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Prosperity Consulting Group, LLC
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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American Money Management, LLC
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A
|
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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Bridges Investment Management Inc
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Aegon Asset Management Uk Plc
|
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CCOR - Listed Funds Trust - Core Alternative ETF
|
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Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
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TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
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Blue Zone Wealth Advisors, LLC
|
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RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
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BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
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|
Louisiana State Employees Retirement System
|
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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Crews Bank & Trust
|
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SJS Investment Consulting Inc.
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Suvretta Capital Management, Llc
|
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PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A
|
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Motco
|
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WealthTrak Capital Management LLC
|
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Aurdan Capital Management, LLC
|
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FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
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Inscription Capital, LLC
|
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Plato Investment Management Ltd
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Hsbc Holdings Plc
|
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JT Stratford LLC
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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Stephens Inc /ar/
|
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Nilsine Partners, LLC
|
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Sovereign Financial Group, Inc.
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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Old Port Advisors
|
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|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
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|
Leisure Capital Management
|
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|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
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|
Juncture Wealth Strategies, Llc
|
|
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|
|
|
Anfield Capital Management, LLC
|
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|
ArrowMark Colorado Holdings LLC
|
|
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|
|
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
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|
Deprince Race & Zollo Inc
|
|
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|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
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|
|
New Millennium Group LLC
|
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|
|
Xponance, Inc.
|
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|
CGC Financial Services, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
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|
Spdr Dow Jones Industrial Average Etf Trust
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
TCM Advisors, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
MIG Capital, LLC
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
H&H Retirement Design & Management INC
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
GFGF - EA Series Trust - Guru Favorite Stocks ETF
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
Actiam N.v.
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
Satovsky Asset Management Llc
|
|
|
|
|
|
Davies Financial Advisors, Inc.
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
AJ Advisors, LLC
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Campbell Capital Management Inc
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Parsifal Capital Management, LP
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Bellevue Group AG
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
FRANK FUNDS - Camelot Event Driven Fund Class A Shares
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Invera Wealth Advisors, LLC
|
|
|
|
|
|
Planning Center, Inc.
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Nuveen Dow 30sm Dynamic Overwrite Fund
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
Sona Asset Management (us) Llc
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Harber Asset Management Llc
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
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|
|
IAG Wealth Partners, LLC
|
|
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|
Kozak & Associates, Inc.
|
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|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
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|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
Avidity Partners Management LP
|
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|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
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|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
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|
Bond & Devick Financial Network, Inc.
|
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|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
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|
3Chopt Investment Partners, LLC
|
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|
Good Life Advisors, LLC
|
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|
Guardian Partners Inc.
|
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|
High Net Worth Advisory Group LLC
|
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|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
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|
First Financial Bankshares Inc
|
|
|
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|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
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|
Greenwood Gearhart Inc
|
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|
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|
Hemington Wealth Management
|
|
|
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|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
CFO4Life Group, LLC
|
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|
J. Safra Sarasin Holding AG
|
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|
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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
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Group One Trading, L.p.
|
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Public Sector Pension Investment Board
|
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|
Caldwell Securities, Inc
|
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Boone Capital Management Llc
|
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Ulland Investment Advisors, LLC
|
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PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
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|
Requisite Capital Management, LLC
|
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|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
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|
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|
Peloton Wealth Strategists
|
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|
Park National Corp /oh/
|
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|
Advanced Portfolio Management, LLC
|
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|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
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|
Tolleson Wealth Management, Inc.
|
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Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
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|
Clal Insurance Enterprises Holdings Ltd
|
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|
WP Advisors, LLC
|
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Jackson, Grant Investment Advisers, Inc.
|
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Center For Asset Management LLC
|
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Saturna Capital CORP
|
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Integrated Advisors Network LLC
|
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Farmers & Merchants Trust Co of Long Beach
|
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|
Centerpoint Advisors, LLC
|
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Paladin Advisory Group, LLC
|
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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|
Ferguson Wellman Capital Management, Inc
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
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|
|
Sierra Capital LLC
|
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|
Quinn Opportunity Partners LLC
|
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|
APG Asset Management N.V.
|
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Shulman DeMeo Asset Management LLC
|
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|
Taikang Asset Management (Hong Kong) Co Ltd
|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
Keb Asset Management, Llc
|
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|
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T
|
|
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|
Amplius Wealth Advisors, LLC
|
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|
Legacy Capital Wealth Management, Llc
|
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|
Smartleaf Asset 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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|
|
|
Integrated Investment Consultants, LLC
|
|
|
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|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
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|
Red Tortoise LLC
|
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|
|
Berkshire Hathaway Inc
|
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|
|
|
McAdam, LLC
|
|
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|
|
WMG Financial Advisors, LLC
|
|
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|
|
HFR Wealth Management, LLC
|
|
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|
Wealthstream Advisors, Inc.
|
|
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|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
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|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
JGP Global Gestao de Recursos Ltda.
|
|
|
|
|
|
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Prosight Management, LP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
4J Wealth Management LLC
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Fifth Lane Capital, Lp
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Bluefin Capital Management, Llc
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Eagle Capital Management, LLC
|
|
|
|
|
|
Orbimed Advisors Llc
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Kerrisdale Advisers, LLC
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
LRGG - Macquarie ETF Trust - Macquarie Focused Large Growth ETF
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Foxby Corp.
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
|
|
|
|
|
Hyperion Capital Advisors LP
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
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Copperleaf Capital, LLC
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Cornercap Investment Counsel Inc
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HF Advisory Group, LLC
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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Lanham O'Dell & Company, Inc.
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Bell Investment Advisors, Inc
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Jensen Investment Management Inc
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Mitchell Mcleod Pugh & Williams Inc
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Route One Investment Company, L.P.
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|
Bleakley Financial Group, LLC
|
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THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
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HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
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|
Canada Pension Plan Investment Board
|
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Patriot Financial Group Insurance Agency, LLC
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JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
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|
Berry Wealth Group, LP
|
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ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
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Zwj Investment Counsel Inc
|
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Timelo Investment Management Inc.
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DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
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Alpine Bank Wealth Management
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Woodline Partners LP
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Hendershot Investments Inc.
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ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
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Alta Advisers Ltd
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Park Edge Advisors, LLC
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Jasper Ridge Partners, L.P.
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Hm Payson & Co
|
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Woodard & Co Asset Management Group Inc /adv
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Rogco, Lp
|
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Baron Wealth Management LLC
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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North Point Portfolio Managers Corp/oh
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OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
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JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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Bell Bank
|
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FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class
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IFS Advisors, LLC
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California State Teachers Retirement System
|
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TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
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Private Wealth Management Group, LLC
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Costello Asset Management, INC
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FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
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FSM Wealth Advisors, LLC
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Impact Investors, Inc
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TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
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Financial Council Asset Management Inc
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Pitcairn Co
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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Concurrent Investment Advisors, LLC
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Benchmark Investment Advisors LLC
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FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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Drucker Wealth 3.0, LLC
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Sumitomo Life Insurance Co
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Meridian Financial Partners LLC
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SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
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Cairn Investment Group, Inc.
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Fisher Asset Management, LLC
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Exencial Wealth Advisors, Llc
|
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Heritage Wealth Management, Inc. /CA/
|
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
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TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
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|
Raiffeisen Bank International AG
|
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FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
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|
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EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
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|
Ranmore Fund Management Ltd
|
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Crumly & Associates Inc.
|
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|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
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|
Murphy Pohlad Asset Management LLC
|
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FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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|
SNS Financial Group, LLC
|
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DT Investment Partners, LLC
|
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Investment Management Corp /va/ /adv
|
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|
Fsb Premier Wealth Management, Inc.
|
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Modern Wealth Management, LLC
|
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|
GQETX - GMO TRUST - GMO Quality Fund Class III
|
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ROE - EA Series Trust - Astoria US Quality Kings ETF
|
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|
Lord, Abbett & Co. Llc
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
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|
Swp Financial Llc
|
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|
AllSquare Wealth Management LLC
|
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|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
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|
Centiva Capital, LP
|
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|
Wolf Group Capital Advisors
|
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|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
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|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
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|
Quadrature Capital Ltd
|
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
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|
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|
Jaffetilchin Investment Partners, LLC
|
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|
Appaloosa Lp
|
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|
TCTC Holdings, LLC
|
|
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|
|
Fragasso Group Inc.
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Cornerstone Wealth Advisors, Inc.
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Kempner Capital Management Inc.
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
StonePine Asset Management Inc.
|
|
|
|
|
|
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
|
|
|
|
|
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
Farallon Capital Management Llc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Camber Capital Management LP
|
|
|
|
|
|
CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Semanteon Capital Management, LP
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Corundum Trust Company, INC
|
|
|
|
|
|
Spectrum Planning & Advisory Services Inc.
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
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|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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|
Enterprise Financial Services Corp
|
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Pallas Capital Advisors LLC
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Strategy Asset Managers Llc
|
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Ninety One UK Ltd
|
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|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
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|
|
US Asset Management LLC
|
|
|
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|
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R
|
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|
Annex Advisory Services, LLC
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|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
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|
Coston, McIsaac & Partners
|
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Trueblood Wealth Management, LLC
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FIL Ltd
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CENTRAL TRUST Co
|
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Hengehold Capital Management Llc
|
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Briaud Financial Planning, Inc
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
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|
Lumbard & Kellner, LLC
|
|
|
|
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|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
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FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
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|
Greater Midwest Financial Group, LLC
|
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Elk River Wealth Management, LLC
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Perennial Investment Advisors, LLC
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|
Burney Co/
|
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Purus Wealth Management, LLC
|
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Financiere des Professionnels - Fonds d,investissement inc.
|
|
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|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
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|
Foyston, Gordon, & Payne Inc
|
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|
|
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|
Massachusetts Financial Services Co /ma/
|
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LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Ssi Investment Management Llc
|
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|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
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Sigma Planning Corp
|
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FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
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Trust Point Inc.
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PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
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TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
Comprehensive Financial Management LLC
|
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Great Valley Advisor Group, Inc.
|
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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Godshalk Welsh Capital Management, Inc.
|
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TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
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|
Tri Locum Partners LP
|
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CVA Family Office, LLC
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Huntleigh Advisors, Inc.
|
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CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
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|
Luts & Greenleigh Group, Inc
|
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Flagship Wealth Advisors, Llc
|
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Rovida Advisors Inc.
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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|
Sone Capital Management, LLC
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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Victory Financial Group, Llc
|
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|
Advisors Asset Management, Inc.
|
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Gitterman Wealth Management, LLC
|
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RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
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|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
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State Of Michigan Retirement System
|
|
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|
Pentwater Capital Management LP
|
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Sabal Trust CO
|
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Holistic Financial Partners
|
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Glenview Trust Co
|
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FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
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|
|
Fiduciary Group LLC
|
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|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
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|
Lpwm Llc
|
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|
Bradyco, Inc.
|
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|
Vantage Investment Partners, LLC
|
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Arbor Investment Advisors, LLC
|
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CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
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|
Dean Investment Associates, Llc
|
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VSTIX - VALIC Co I - Stock Index Fund
|
|
|
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|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
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|
Magnolia Capital Advisors Llc
|
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|
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A
|
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|
Estuary Capital Management LP
|
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|
Accordant Advisory Group Inc
|
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|
|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
|
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|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
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|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Columbus Hill Capital Management, L.P.
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Sims Investment Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A
|
|
|
|
|
|
KP Management LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
PACK Private Wealth, LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
Seldon Capital Lp
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Element Pointe Advisors, Llc
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Permanens Capital L.P.
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
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|
LWM Advisory Services, LLC
|
|
|
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|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Sittner & Nelson, Llc
|
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|
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
|
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|
|
Clear Harbor Asset Management, LLC
|
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|
Landing Point Financial Group, LLC
|
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|
Johnson & White Wealth Management, LLC
|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
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|
Presidio Capital Management, LLC
|
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|
First Manhattan Co
|
|
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|
Vanguard Group Inc
|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
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|
Triad Wealth Partners, LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
Compagnie Lombard Odier SCmA
|
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|
United Bank
|
|
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|
Mustard Seed Financial, LLC
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
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|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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Tilia Fiduciary Partners, Inc.
|
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Valeo Financial Advisors, LLC
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DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
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Aviso Wealth Management
|
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Northwest & Ethical Investments L.P.
|
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Fairscale Capital, LLC
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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|
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|
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
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FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
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|
|
Retirement Systems of Alabama
|
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|
TrueMark Investments, LLC
|
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|
Bessemer Group Inc
|
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Solidarilty Wealth, LLC
|
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CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
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|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
|
|
|
Pennsylvania Capital Management Inc /adv
|
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|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
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|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
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|
BG Investment Services, Inc.
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MOKAN Wealth Management Inc.
|
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QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
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|
Davis-rea Ltd.
|
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Keyes, Stange & Wooten Wealth Management, LLC
|
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Russell Investments Group, Ltd.
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Arrowstreet Capital, Limited Partnership
|
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Udine Wealth Management, Inc.
|
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Lountzis Asset Management, Llc
|
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Mach-1 Financial Group, Inc.
|
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GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
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|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
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|
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A
|
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|
Regal Investment Advisors LLC
|
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Rialto Wealth Management, LLC
|
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|
Old Second National Bank Of Aurora
|
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|
WFA of San Diego, LLC
|
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Rockingstone Advisors LLC
|
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|
Valued Wealth Advisors LLC
|
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|
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
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|
|
|
Retirement Planning Group, Llc / Ny
|
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|
ZEGA Investments, LLC
|
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|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
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|
McElhenny Sheffield Capital Management, LLC
|
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|
Financial Synergies Wealth Advisors, Inc.
|
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|
North Ridge Wealth Advisors, Inc.
|
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London & Capital Asset Management Ltd
|
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Archer Investment Corp
|
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|
Alpha Cubed Investments, LLC
|
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|
Amica Retiree Medical Trust
|
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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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|
Banco Santander, S.A.
|
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|
International Assets Investment Management, Llc
|
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VCAAX - VALIC Co I - Asset Allocation Fund
|
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|
Ameriflex Group, Inc.
|
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|
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
|
|
|
|
|
|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
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|
|
|
|
Taylor Hoffman Capital Management LLC
|
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|
|
|
XML Financial, LLC
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
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|
|
Promus Capital, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
My Personal CFO, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Stillwater Capital Advisors, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Echo Wealth Management, LLC
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Buska Wealth Management, LLC
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Soleus Capital Management, L.P.
|
|
|
|
|
|
Bristol Gate Capital Partners Inc.
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
WCMGX - FIRST TRUST SERIES FUND - First Trust WCM Focused Global Growth Fund Institutional Class
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
PROVX - Provident Mutual Funds, Inc. - Provident Trust Strategy Fund
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Crake Asset Management LLP
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
|
|
|
|
|
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Audent Global Asset Management, LLC
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
J Hagan Capital, Inc.
|
|
|
|
|
|
PICTET BANK & TRUST Ltd
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Gifford Fong Associates
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
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VestGen Advisors, LLC
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NorthRock Partners, LLC
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Ubs Asset Management Americas Inc
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Code Waechter LLC
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Truist Financial Corp
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Mystic Asset Management, Inc.
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TB Alternative Assets Ltd.
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Quantum Financial Advisors, LLC
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Cascade Investment Group, Inc.
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Aries Wealth Management
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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Lifelong Wealth Advisors, Inc.
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Gateway Wealth Partners, LLC
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Paradigm Asset Management Co Llc
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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Chesapeake Wealth Management
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Manufacturers Life Insurance Company, The
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WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
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EGGS - Tidal Trust III - NestYield Total Return Guard ETF
|
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Jones Financial Companies Lllp
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Badgley Phelps Wealth Managers, LLC
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Beech Hill Advisors, Inc.
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HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
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First National Advisers, LLC
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Armbruster Capital Management, Inc.
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
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English Capital Management Llc
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Easterly Investment Partners Llc
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MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
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FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
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bLong Financial, LLC
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Brown Financial Advisors
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KRMA - Global X Funds - Global X Conscious Companies ETF
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QV Investors Inc.
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Thompson Investment Management, Inc.
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Barings Llc
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U S Wealth Group, Llc.
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GQG Partners LLC
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ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
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BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
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WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
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ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
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Tealwood Asset Management Inc
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Rnc Capital Management Llc
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BI Asset Management Fondsmaeglerselskab A/S
|
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EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
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Exchange Capital Management, Inc.
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NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
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Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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Country Club Bank /gfn
|
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Kamunting Street Capital Management, L.P.
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CMT Capital Markets Trading GmbH
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Balboa Wealth Partners
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Pasadena Private Wealth, LLC
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Lakeshore Capital Group, Inc.
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Violich Capital Management, Inc.
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Citadel Advisors Llc
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
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Allspring Global Investments Holdings, LLC
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Stoneridge Investment Partners Llc
|
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JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
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Guggenheim Strategic Opportunities Fund
|
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Investor's Fiduciary Advisor Network, LLC
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
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Lvm Capital Management Ltd/mi
|
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Rafferty Asset Management, LLC
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West Paces Advisors Inc.
|
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Duncan Williams Asset Management, LLC
|
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THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
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|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
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|
FRG Family Wealth Advisors LLC
|
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Grove Bank & Trust
|
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Duncker Streett & Co Inc
|
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HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
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Coronation Fund Managers Ltd.
|
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
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AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
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|
Capital Asset Advisory Services LLC
|
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|
Wright Investors Service Inc
|
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Teza Capital Management LLC
|
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BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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OV Management LLC
|
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Cowa, Llc
|
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JPL Wealth Management, LLC
|
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Emprise Bank
|
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|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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Delos Wealth Advisors, LLC
|
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|
John Hancock Funds II - Health Sciences Fund Class NAV
|
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Relyea Zuckerberg Hanson LLC
|
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|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
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|
Summa Corp.
|
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|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
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|
Frisch Financial Group, Inc.
|
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|
New York State Common Retirement Fund
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
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|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
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|
|
Ascent Capital Management, LLC
|
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|
Laurion Capital Management LP
|
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|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
|
|
|
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|
Ancora Advisors, LLC
|
|
|
|
|
|
MSVDX - MORGAN STANLEY INSTITUTIONAL FUND INC - Vitality Portfolio Class I
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Evexia Wealth Llc
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
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|
Carson Advisory Inc.
|
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|
|
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|
Weik Capital Management
|
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|
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|
LongView Wealth Management
|
|
|
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|
|
SG Americas Securities, LLC
|
|
|
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|
|
NorthCrest Asset Manangement, LLC
|
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|
|
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|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
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|
Battery Global Advisors, LLC
|
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|
Mirabaud Asset Management Ltd
|
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|
Trust Co of the South
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
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|
FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares
|
|
|
|
|
|
Ci Investments Inc.
|
|
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|
Sterling Investment Counsel, LLC
|
|
|
|
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|
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
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|
|
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|
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
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|
CWC Advisors, LLC.
|
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|
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|
Fiduciary Family Office, Llc
|
|
|
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|
SILVER OAK SECURITIES, Inc
|
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|
|
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|
Bridgefront Capital, LLC
|
|
|
|
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|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
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|
NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
KDT Advisors, LLC
|
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|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Logan Capital Management Inc
|
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|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
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|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
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|
Maseco Llp
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
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|
