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Capital Performance Advisors Llp
|
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Caliber Wealth Management, LLC / KS
|
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|
Enclave Advisors LLC
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
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|
|
|
|
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
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|
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|
Arbor Trust Wealth Advisors, Llc
|
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|
|
Peak Asset Management, LLC
|
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|
|
|
|
LM Advisors LLC
|
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|
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|
|
Intrepid Capital Management Inc
|
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|
|
Hall Capital Management Co Inc
|
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|
|
Main Street Group, LTD
|
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|
|
|
Washington Trust Bank
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Investmark Advisory Group LLC
|
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|
|
Richardson Financial Services Inc.
|
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|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Sigma Planning Corp
|
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|
Grantvest Financial Group LLC
|
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|
Onyx Bridge Wealth Group LLC
|
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|
McBroom & Associates, LLC
|
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|
Permanent Capital Management, LP
|
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|
Alpha Omega Group, Inc.
|
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|
Howe & Rusling Inc
|
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|
Cloud Capital Management, LLC
|
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|
Harbour Investments, Inc.
|
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VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
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|
Tcfg Wealth Management, Llc
|
|
|
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FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Presidio Capital Management, LLC
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
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|
|
Potentia Wealth
|
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|
|
Fragasso Group Inc.
|
|
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|
TruNorth Capital Management, LLC
|
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|
Evolution Wealth Management Inc.
|
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|
Oxford Financial Group Ltd
|
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|
Cora Capital Advisors Llc
|
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|
CFO4Life Group, LLC
|
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|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
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|
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|
Wall Street Access Asset Management, LLC
|
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|
|
Hbk Investments L P
|
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|
|
Strategic Advisors LLC
|
|
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|
|
Private Wealth Management Group, LLC
|
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|
|
Asset Management One Co., Ltd.
|
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|
Armbruster Capital Management, Inc.
|
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|
Alliance Wealth Management Group
|
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|
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|
Geode Capital Management, Llc
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
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|
Ameliora Wealth Management Ltd.
|
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|
Burr Financial Services, Llc
|
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|
Verdence Capital Advisors LLC
|
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|
McLean Asset Management Corp
|
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|
Kmg Fiduciary Partners, Llc
|
|
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|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Northern Capital Management, Inc.
|
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|
|
Nwam Llc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
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|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
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|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
BLVD Private Wealth, LLC
|
|
|
|
|
|
FFG Partners, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Alapocas Investment Partners, Inc.
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
One Wealth Management Investment & Advisory Services, LLC
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Centerpoint Advisory Group
|
|
|
|
|
|
Holcombe Financial, Inc.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Evexia Wealth Llc
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
BEEZ - EA Series Trust - Honeytree U.S. Equity ETF
|
|
|
|
|
|
Invera Wealth Advisors, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Illumine Investment Management, LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Unconventional Investor, LLC
|
|
|
|
|
|
Fjell Capital, LLC
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Aspiring Ventures, LLC
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Chapman Investment Management, LLC
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
Presper Financial Architects, LLC
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
Ai Financial Services Llc
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Chris Bulman Inc
|
|
|
|
|
|
Riverpark Capital Management Llc
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
SoundView Advisors Inc.
|
|
|
|
|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Lane Generational LLC
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Bestgate Wealth Advisors, LLC
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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|
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|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
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|
Aspen Capital Management, LLC
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
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|
Providence Wealth Advisors, LLC
|
|
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|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
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|
|
Jacobson & Schmitt Advisors, Llc
|
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|
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|
Guidance Point Advisors, LLC
|
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|
|
Rainier Family Wealth Inc
|
|
|
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|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
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|
Magnolia Capital Advisors Llc
|
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|
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
|
|
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|
|
Acorn Financial Advisory Services Inc /adv
|
|
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|
Deseret Mutual Benefit Administrators
|
|
|
|
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|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
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|
Altus Wealth Management, LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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|
|
|
|
Wrapmanager Inc
|
|
|
|
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|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
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|
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|
King Luther Capital Management Corp
|
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|
Poplar Forest Capital LLC
|
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|
Putnam Fl Investment Management Co
|
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GFI Investment Counsel Ltd.
|
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|
360 Financial, Inc.
|
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DnB Asset Management AS
|
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|
Silver Oak Advisory Group, Inc.
|
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|
Destination Wealth Management
|
|
|
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|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
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|
Bernard Wealth Management Corp.
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Canal Capital Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
De Burlo Group Inc
|
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|
Groupe la Francaise
|
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Zevenbergen Capital Investments Llc
|
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
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|
IMC-Chicago, LLC
|
|
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|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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|
Front Street Capital Management, Inc.
|
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Kavar Capital Partners Group, Llc
|
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W.H. Cornerstone Investments Inc.
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Cherrydale Wealth Management, Llc
|
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DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
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|
|
Kilter Group LLC
|
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|
Guardian Capital Lp
|
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|
Atticus Wealth Management, Llc
|
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|
Sachetta, LLC
|
|
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|
Williamson Legacy Group, LLC
|
|
|
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|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
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|
Fwl Investment Management, Llc
|
|
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|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
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|
Mediolanum International Funds Ltd
|
|
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|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Midwestern Financial, LLC /IA
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
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|
|
NFP Retirement, Inc.
|
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|
Horizon Kinetics Asset Management Llc
|
|
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|
|
We Are One Seven, LLC
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Shade Tree Advisors LLC
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
Grove Street Fiduciary, LLC
|
|
|
|
|
|
Efficient Advisors, LLC
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
TARKX - Clark Fork Trust - Tarkio Fund
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Wall Street Financial Group, Inc.
|
|
|
|
|
|
FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio
|
|
|
|
|
|
Helium Advisors LLC
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Marvin & Palmer Associates Inc
|
|
|
|
|
|
Taylor Frigon Capital Management LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Infusive Asset Management Inc.
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Karani Asset Management LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
Innovator Capital Management, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
Nvwm, Llc
|
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|
Penobscot Wealth Management
|
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|
Naples Global Advisors, Llc
|
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|
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|
|
Ubs Asset Management Americas Inc
|
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|
Palumbo Wealth Management LLC
|
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|
Triasima Portfolio Management inc.
|
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|
Columbia Advisory Partners Llc
|
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Van Eck Associates Corp
|
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Penobscot Investment Management Company, Inc.
|
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|
Sherbrooke Park Advisers Llc
|
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Bank & Trust Co
|
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|
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|
Park Avenue Securities Llc
|
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|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
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|
Volterra Technologies LP
|
|
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|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
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|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
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|
Little House Capital Llc
|
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|
|
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
|
|
|
|
|
|
Paragon Advisors, LLC
|
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|
PFG Investments, LLC
|
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|
Total Investment Management Inc
|
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|
Inscription Capital, LLC
|
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Profunds - Profund Vp Bull
|
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|
4wealth Advisors, Inc.
|
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Balyasny Asset Management Llc
|
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Keebeck Alpha, LP
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
|
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|
Jeppson Wealth Management, Llc
|
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|
Code Waechter LLC
|
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|
Exchange Capital Management, Inc.
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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|
Bellwether Advisors, LLC
|
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MUFG Securities EMEA plc
|
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Latko Wealth Management, Ltd.
|
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|
Guardian Financial Partners, LLC
|
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|
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|
Bell Bank
|
|
|
|
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|
Legacy Bridge, LLC
|
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|
Ci Investments Inc.
|
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|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
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|
Heritage Investment Group, Inc.
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
Rather & Kittrell, Inc.
|
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|
|
|
|
Anb Bank
|
|
|
|
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|
Mainstream Capital Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
JBR Co Financial Management Inc
|
|
|
|
|
|
Gordian Advisors LLC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
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|
White Lighthouse Investment Management Inc.
|
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|
FT Vest Total Return Income Fund: Series A4
|
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|
|
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|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
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|
|
Marquette Asset Management, LLC
|
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|
Ambassador Advisors, LLC
|
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|
Wealthstar Advisors, Llc
|
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|
Wealthbridge Capital Management, Llc
|
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|
Rheos Capital Works Inc.
|
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|
Peterson Wealth Management
|
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|
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|
Prossimo Advisors, LLC
|
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|
Swedbank AB
|
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|
Armstrong Henry H Associates Inc
|
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|
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|
Proathlete Wealth Management Llc
|
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|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
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|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
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|
|
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|
Stordahl Capital Management, Inc.
|
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|
Continuum Advisory, LLC
|
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|
Pacific Sage Partners, LLC
|
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|
Evelyn Partners Investment Management LLP
|
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|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
Swp Financial Llc
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
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|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Forefront Wealth Management Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Chronos Wealth Management, LLC
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Viewpoint Investment Partners Corp
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Archvest Wealth Advisors, Inc.
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Defender Capital, LLC.
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
Davies Financial Advisors, Inc.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
McCarthy Asset Management, Inc.
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
XLSR - SSGA Active Trust - SPDR(R) SSGA US Sector Rotation ETF
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Unio Capital LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
First Washington CORP
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
Gouws Capital LLC
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
EHP Funds Inc.
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
AJ Advisors, LLC
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Somerset Group LLC
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Symphony Financial Services, Inc.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Hartmann Taylor Wealth Management, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
PCG Wealth Advisors, LLC
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
Wilsey Asset Management Inc
|
|
|
|
|
|
Atlas Wealth Partners, LLC
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
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Machina Capital S.a.s.
|
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Pacific Capital Wealth Advisors, Inc
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First Trust Advisors Lp
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Lawson Kroeker Investment Management Inc/ne
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Clifford Group, LLC
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
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|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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|
Nomura Asset Management Co Ltd
|
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|
Sharkey, Howes & Javer
|
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Sonoma Private Wealth LLC
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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Laffer Investments
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Mid-American Wealth Advisory Group, Inc.
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Richard P Slaughter Associates Inc
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Meridian Wealth Management, LLC
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Meritas Wealth Management, LLC
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Endeavor Private Wealth, Inc.
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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RIA Advisory Group LLC
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|
Symphony Financial, Ltd. Co.
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Northwestern Mutual Wealth Management Co
|
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IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
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|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
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|
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|
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CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
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Acima Private Wealth, Llc
|
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WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
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Cascades Capital Asset Management, LLC
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McGowan Group Asset Management, Inc.
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EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
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PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
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UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods
|
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Family Investment Center, Inc.
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Long Road Investment Counsel, LLC
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Tacita Capital Inc
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Choate Investment Advisors
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Foronjy Financial Llc
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Tower Bridge Advisors
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Morgan Dempsey Capital Management Llc
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Park Place Capital Corp
|
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RFG Advisory, LLC
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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Meitav Dash Investments Ltd
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Richwood Investment Advisors, LLC
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Mayfair Advisory Group, LLC
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Sykon Capital Llc
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Abacus Planning Group, Inc.
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Provenance Wealth Advisors, LLC
|
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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|
Atwood & Palmer Inc
|
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
Trustmark National Bank Trust Department
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CIBC Private Wealth Group, LLC
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Key Client Fiduciary Advisors, LLC
|
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Berbice Capital Management LLC
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Lombard Odier Asset Management (Switzerland) SA
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D. E. Shaw & Co., Inc.
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Lincluden Management Ltd
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Schaper Benz & Wise Investment Counsel Inc/wi
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Prentice Wealth Management LLC
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True Wealth Design, LLC
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Principle Wealth Partners Llc
|
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Trust Co of the South
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|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
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Genus Capital Management Inc.
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Collective Family Office Llc
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Sherman Asset Management, Inc.
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REAP Financial Group, LLC
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OxenFree Capital LLC
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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Ameraudi Asset Management, Inc.
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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Pure Financial Advisors, Inc.
|
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|
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|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
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|
Westwood Wealth Management
|
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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Northeast Financial Group, Inc.
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Arcadia Investment Management Corp/mi
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Purkiss Capital Advisors LLC
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Lifestyle Asset Management, Inc.
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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Coastwise Capital Group, LLC
|
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|
|
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|
V2 Financial group LLC
|
|
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|
Evelyn Partners Investment Management Services Ltd
|
|
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
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|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
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Strategic Investment Advisors / MI
|
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IMA Wealth, Inc.
|
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|
Schear Investment Advisers, LLC
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Alecta Pensionsforsakring, Omsesidigt
|
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Runnymede Capital Advisors, Inc.
|
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|
Welch & Forbes Llc
|
|
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|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
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|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
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|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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|
|
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|
First Financial Corp /in/
|
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|
First Heartland Consultants, Inc.
|
|
|
|
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|
Natixis
|
|
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|
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|
Burford Brothers, Inc.
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
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|
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|
Skandinaviska Enskilda Banken AB (publ)
|
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|
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|
Thompson Davis & Co., Inc.
|
|
|
|
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|
Bard Financial Services, Inc.
|
|
|
|
|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Financial Perspectives, Inc
|
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|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
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|
Pfc Capital Group, Inc.
|
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|
|
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|
NWK Group, Inc.
|
|
|
|
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|
Ceera Investments, Llc
|
|
|
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|
Compass Investment Advisers LLC
|
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|
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|
Convergence Financial, LLC
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
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|
United Community Bank
|
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|
Pacer Advisors, Inc.
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|
Cohen & Steers, Inc.
|
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|
Bedel Financial Consulting, Inc.
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|
Atlas Financial Advisors, Inc.
|
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|
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|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
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|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
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|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Mcdonald Partners Llc
|
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|
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|
NewEdge Wealth, LLC
|
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|
|
WESPAC Advisors SoCal, LLC
|
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|
|
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|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Invesco, Llc
|
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|
|
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|
Costello Asset Management, INC
|
|
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|
|
|
Intact Investment Management Inc.
|
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|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
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|
|
|
|
Spectrum Wealth Advisory Group, LLC
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Emerald Mutual Fund Advisers Trust
|
|
|
|
|
|
SwitchPoint Financial Planning, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Pecaut & Co.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Provident Co of the Employees of the Hebrew University LTD
|
|
|
|
|
|
BOCHK Asset Management Ltd
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
MFOCX - Marsico Investment Fund - Marsico Focus Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Fairbanks Capital Management, Inc.
|
|
|
|
|
|
Denver Wealth Management, Inc.
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Nixon Capital, LLC
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Orin Green Financial, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Financial Advisory Partners, Llc
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
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|
First Command Advisory Services, Inc.
|
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|
|
|
|
Transform Wealth, LLC
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|
|
|
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|
Kentucky Trust Co
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|
|
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|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
DeDora Capital, Inc.
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|
|
|
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FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
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|
Pinnacle Financial Partners Inc
|
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|
Central Bank & Trust Co
|
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|
Hillsdale Investment Management Inc.
|
|
|
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|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
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|
Northcape Wealth Management, Llc
|
|
|
|
|
|
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
|
|
|
|
|
|
Financial Alternatives, Inc
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
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|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
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|
Halbert Hargrove Global Advisors, Llc
|
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|
jvl associates llc
|
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|
|
Independent Investors Inc
|
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|
|
Acropolis Investment Management, LLC
|
|
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|
Oppenheimer & Co Inc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
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|
Herold Advisors, Inc.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
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|
|
GKV Capital Management Co., Inc.
|
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|
FSC Wealth Advisors, LLC
|
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|
Firethorn Wealth Partners, Llc
|
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|
Philadelphia Trust Co
|
|
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|
Exchange Traded Concepts, Llc
|
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|
Migdal Insurance & Financial Holdings Ltd.
|
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|
Reston Wealth Management Llc
|
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|
Westside Investment Management, Inc.
|
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|
Old North State Wealth Management, LLC
|
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|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
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|
|
Empirical Capital Management, LLC
|
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|
William Blair Investment Management, Llc
|
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|
Cromwell Holdings LLC
|
|
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|
|
Goldstream Capital Management Ltd
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
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|
|
Madison Park Capital Advisors, LLC
|
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|
Milestone Asset Management, Llc
|
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|
Signet Financial Management, Llc
|
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|
Blue Sky Capital Consultants Group, Inc.
|
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|
Treasure Coast Financial Planning
|
|
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|
Thrive Wealth Management, LLC
|
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|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
Grace & White Inc /ny
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
Bcm Advisors, Llc
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Schulz Wealth, LTD.
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Wallace Hart LLC
|
|
|
|
|
|
Catalyst Private Wealth, Llc
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Redwood Investments, LLC
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Gardner Russo & Quinn Llc
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Quantum Financial Planning Services, Inc.
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
PFG Private Wealth Management, LLC
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Virginia Wealth Management Group, Inc.
|
|
|
|
|
|
Compton Financial Group, LLC
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
Provident Trust Co
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Sage Advisors, Llc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Prosperitas Financial LLC
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Steginsky Capital Llc
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Harvey Capital Management Inc
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
Gladius Capital Management LP
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
FORM Wealth Advisors, LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
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|
GM Advisory Group, Inc.
|
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Voloridge Investment Management, Llc
|
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|
Banque Pictet & Cie Sa
|
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|
Advance Capital Management, Inc.
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|
Mariner, LLC
|
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|
Lavaca Capital Llc
|
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|
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|
Gotham Asset Management, LLC
|
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|
|
|
|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
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|
CGC Financial Services, LLC
|
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|
Asio Capital, LLC
|
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|
Levin Capital Strategies, L.p.
|
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|
Elo Mutual Pension Insurance Co
|
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|
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|
180 Wealth Advisors, Llc
|
|
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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|
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|
|
Elevated Capital Advisors, LLC
|
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|
|
|
|
Welch Group, LLC
|
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|
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|
Compton Wealth Advisory Group, LLC
|
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|
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|
|
Harmony Asset Management Llc
|
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|
CPA Asset Management LLC
|
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|
Spg Advisors Llc
|
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|
Sax Wealth Advisors, Llc
|
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|
LJI Wealth Management, LLC
|
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|
Canvas Wealth Advisors, LLC
|
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|
Circle Wealth Management, LLC
|
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|
McCollum Christoferson Group LLC
|
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|
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|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
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|
Ausdal Financial Partners, Inc.
|
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|
Argentarii, LLC
|
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|
Knights of Columbus Asset Advisors LLC
|
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|
Darden Wealth Group Inc
|
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|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
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|
Motiv8 Investments LLC
|
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|
Adams Diversified Equity Fund, Inc.
|
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|
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|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
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|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
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Capstone Wealth Management Group, Llc
|
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|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
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|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
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|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
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|
Texas Permanent School Fund
|
|
|
|
|
|
Centurion Wealth Management LLC
|
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|
Portland Global Advisors LLC
|
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|
St. Nicholas Private Asset Management, Inc
|
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|
SGL Investment Advisors, Inc.
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
|
|
|
|
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|
Clarius Group, LLC
|
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|
Wedmont Private Capital
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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|
|
SevenBridge Financial Group, LLC
|
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|
Charter Capital Management, LLC\DE
|
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|
Emerald Advisers, Llc
|
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|
Wayfinding Financial, LLC
|
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|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
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|
Petrus Trust Company, LTA
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Saxony Capital Management, LLC
|
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|
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|
|
4J Wealth Management LLC
|
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|
|
Bellecapital International Ltd.
|
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|
|
Fortress Financial Solutions, LLC
|
|
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|
LWM Advisory Services, LLC
|
|
|
|
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|
New York State Common Retirement Fund
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
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|
Prudential Plc
|
|
|
|
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|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
|
|
|
|
|
|
Moulton Wealth Management, Inc
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Courage Miller Partners, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Semper Augustus Investments Group Llc
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
North Berkeley Wealth Management, LLC
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Interactive Financial Advisors
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Clarity Wealth Development LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Barton Investment Management
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
General American Investors Co Inc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Dundas Partners LLP
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Veridan Wealth LLC
|
|
|
|
|
|
Alcosta Capital Management, Inc.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Vestia Personal Wealth Advisors
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Hill Investment Group Partners, LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Cornerstone Wealth Advisors, Inc.
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Valued Retirements, Inc.
|
|
|
|
|
|
Farnam Financial LLC
|
|
|
|
|
|
REDW Wealth LLC
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
Sterling Group Wealth Management, LLC
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
|
|
|
Collier Financial
|
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|
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|
Wittenberg Investment Management, Inc.
|
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|
GenTrust, LLC
|
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|
FT Vest Hedged Equity Income Fund: Series B1
|
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|
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|
|
Appleton Partners Inc/ma
|
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|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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|
|
|
|
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares
|
|
|
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|
Altman Advisors, Inc.
|
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Cornerstone Wealth Management, LLC
|
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|
Isthmus Partners, Llc
|
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RFG - Bristol Wealth Advisors, LLC
|
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|
Adell Harriman & Carpenter Inc
|
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|
Market Street Wealth Management Advisors Llc
|
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|
Golden Road Advisors Llc
|
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Well Done, LLC
|
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|
Townsend Asset Management Corp /nc/ /adv
|
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Jamison Private Wealth Management, Inc.
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Arkadios Wealth Advisors
|
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Pasadena Private Wealth, LLC
|
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SOL Capital Management CO
|
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Barlow Wealth Partners, Inc.
|
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Unified Investment Management
|
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|
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
|
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|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
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|
Gulf International Bank (UK) Ltd
|
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|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
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Nichols & Pratt Advisers Llp /ma
|
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Excalibur Management Corp
|
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Connective Capital Management, LLC
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Beaton Management Co. Inc.
|
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West Bancorporation Inc
|
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Summit Investment Advisory Services, LLC
|
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Drucker Wealth 3.0, LLC
|
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Panoramic Capital Partners, LLC
|
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American Trust
|
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Wsfs Capital Management, Llc
|
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Weaver Consulting Group
|
|
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Atlas Brown,Inc.
|
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
|
|
Core Alternative Capital
|
|
|
|
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|
Essex Financial Services, Inc.
|
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|
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Vident Advisory, LLC
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
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|
Birchcreek Wealth Management, LLC
|
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Cedar Point Capital Partners, LLC
|
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Roxbury Financial LLC
|
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Werba Rubin Papier Wealth Management
|
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|
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
TFAQX - Tactical Investment Series Trust - TFA Quantitative Fund Class I
|
|
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|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
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|
Quartz Partners, LLC
|
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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MidWestOne Financial Group, Inc.
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
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|
Peterson Wealth Advisors, LLC
|
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First International Bank & Trust
|
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Dividend Asset Capital, Llc
|
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FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
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|
State Street Corp
|
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|
Register Financial Advisors LLC
|
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|
Df Dent & Co Inc
|
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|
Meridian Investment Counsel Inc.
|
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|
Atala Financial Inc
|
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|
Cladis Investment Advisory, LLC
|
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|
Gw Henssler & Associates Ltd
|
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|
Nvest Financial, LLC
|
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|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
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|
|
|
AAFMAA Wealth Management & Trust LLC
|
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|
|
Rakuten Securities, Inc.
|
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|
Peddock Capital Advisors, Llc
|
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|
Harel Insurance Investments & Financial Services Ltd.
|
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|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
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|
|
Apriem Advisors
|
|
|
|
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|
Carl P. Sherr & Co., LLC
|
|
|
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|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
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|
Highline Wealth Partners Llc
|
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|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
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|
|
Pictet North America Advisors SA
|
|
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|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
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|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
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|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Lincoln Capital Corp
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
GDS Wealth Management
|
|
|
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|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Five Pine Wealth Management
|
|
|
|
|
|
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
AMJ Financial Wealth Management
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
Cathy Pareto & Associates, Inc
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Ws Management Lllp
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
|
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Lattice Capital Management, LLC
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
West Chester Capital Advisors, Inc
|
|
|
|
|
|
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Next Century Growth Investors Llc
|
|
|
|
|
|
MAS Advisors LLC
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Scholtz & Company, Llc
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
DHK Financial Advisors, Inc.
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Wiser Wealth Management, Inc
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
ACT Advisors, LLC.
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
William Allan, Llc
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
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MYIFX - MONETTA TRUST - Monetta Core Growth Fund
|
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|
|
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|
Diamant Asset Management, Inc.
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
|
|
|
TOPT - iSHARES TRUST - iShares Top 20 U.S. Stocks ETF
|
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|
|
Armis Advisers, LLC
|
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|
IMG Wealth Management, Inc.
|
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|
Rockland Trust Co
|
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|
Jupiter Asset Management Ltd
|
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|
Legacy Private Trust Co.
|
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|
BlueStem Wealth Partners, LLC
|
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|
Plato Investment Management Ltd
|
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|
Gallagher Capital Advisors, LLC
|
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|
Sitrin Capital Management LLC
|
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|
Heritage Wealth Partners, LLC
|
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|
Three Cord True Wealth Management, LLC
|
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|
Solstein Capital, LLC
|
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|
Abn Amro Investment Solutions
|
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|
Clare Market Investments LLC
|
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|
Anson Funds Management LP
|
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|
Nomura Holdings Inc
|
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|
|
RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF
|
|
|
|
|
|
Headland Capital, LLC
|
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|
Bearing Point Capital, Llc
|
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|
State of New Jersey Common Pension Fund D
|
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|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
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|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
|
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|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
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|
|
|
|
QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
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|
AlphaStar Capital Management, LLC
|
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|
Clarity Wealth Advisors, LLC
|
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|
Meadow Creek Wealth Advisors Llc
|
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|
USS Investment Management Ltd
|
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|
KLCM Advisors, Inc.
|
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Seeds Investor Llc
|
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|
Kestra Advisory Services, LLC
|
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|
Brogan Financial, Inc.
|
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|
Great Waters Wealth Management
|
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|
Financial & Tax Architects, LLC
|
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|
Cito Capital Group, LLC
|
|
|
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|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
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|
|
Dakota Wealth Management
|
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|
Louisiana State Employees Retirement System
|
|
|
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|
SeaBridge Investment Advisors LLC
|
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|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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|
Waycross Investment Management Co
|
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|
Northeast Financial Consultants Inc
|
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Commerce Bank
|
|
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|
Heirloom Wealth Management
|
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|
Eight 31 Financial Llc
|
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|
Heck Capital Advisors, LLC
|
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|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
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|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Gr Financial Group, Llc
|
|
|
|
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|
CBOE Vest Financial, LLC
|
|
|
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|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
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|
Sfm, Llc
|
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|
Tiaa Trust, National Association
|
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|
Aristotle Capital Management, LLC
|
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|
First Pacific Financial
|
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|
Alberta Investment Management Corp
|
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|
Sterling Financial Group, Inc.
|
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|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
Defined Financial Planning LLC
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
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|
|
New World Advisors LLC
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
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|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
Ttp Investments, Inc.
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Randolph Co Inc
|
|
|
|
|
|
Lynch & Associates/in
|
|
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|
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|
Kozak & Associates, Inc.
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Turn8 Private Wealth Inc.
|
|
|
|
|
|
Beddow Capital Management Inc
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
AlpenGlobal Capital LLC
|
|
|
|
|
|
StoneCrest Wealth Management, Inc.
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Phocas Financial Corp.
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Cambridge Financial Group, LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Define Financial, Llc
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Washburn Capital Management, Inc.
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Profit Investment Management, LLC
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
H&H Retirement Design & Management INC
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Andrew Hill Investment Advisors, Inc.
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
SLT Holdings LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Floyd Financial Group Llc
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Bulwark Capital Corp
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
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Parsons Capital Management Inc/ri
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Tumwater Wealth Management, LLC
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Markel Corp
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
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|
Opus Capital Group, LLC
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Zwj Investment Counsel Inc
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Sand Hill Global Advisors, LLC
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URTH - iShares, Inc. - iShares MSCI World ETF
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BayBridge Capital Group, LLC
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Cardinal Capital Management
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Wealthedge Investment Advisors, Llc
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Blume Capital Management, Inc.
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McKinley Carter Wealth Services, Inc.
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St. Louis Trust Co
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Regions Financial Corp
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UNIVEST FINANCIAL Corp
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Warren Averett Asset Management, LLC
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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Lmcg Investments, Llc
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WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
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GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
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E&G Advisors, LP
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LongView Wealth Management
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M.e. Allison & Co., Inc.
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Regatta Capital Group, Llc
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Bell & Brown Wealth Advisors, Llc
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FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
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Belmont Capital, LLC
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EnRich Financial Partners LLC
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CoreCap Advisors, LLC
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International Private Wealth Advisors LLC
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Ibex Wealth Advisors
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Simmons Bank
|
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Piscataqua Savings Bank
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Kennedy Capital Management, Inc.
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Manuka Financial, LLC
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Agur Provident & Training Funds Management Ltd
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Arrow Financial Corp
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Affinity Wealth Management Llc
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Legacy Financial Strategies, LLC
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Key FInancial Inc
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
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Blue Chip Partners, Inc.
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Inspire Trust Co, N.a.
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Ullmann Financial Group, Inc.
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Phoenix Wealth Advisors
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LS Investment Advisors, LLC
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WealthPLAN Partners, LLC
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MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
|
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Patriot Financial Group Insurance Agency, LLC
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Perigon Wealth Management, LLC
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Advisor Group Holdings, Inc.
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Yousif Capital Management, Llc
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Summit Trail Advisors, Llc
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Paul R. Ried Financial Group, LLC
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Acadian Asset Management Llc
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Griffin Asset Management, Inc.
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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FSA Wealth Management LLC
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QTR Family Wealth, LLC
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
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Glen Eagle Advisors, LLC
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NatWest Group plc
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PMV Capital Advisers, LLC
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ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
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Charter Oak Capital Management, LLC
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Los Angeles Capital Management Llc
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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1st Source Bank
|
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RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
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Navalign, LLC
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Twin Tree Management, LP
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HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
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Saiph Capital, LLC
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Profund Advisors Llc
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TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
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Seed Wealth Management, Inc.
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Covenant Asset Management, LLC
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PFG Advisors
|
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Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
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Seneschal Advisors, LLC
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Hartline Investment Corp/
|
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Mitchell Mcleod Pugh & Williams Inc
|
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Intellectus Partners, LLC
|
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NorthStar Asset Management LLC /NJ/
|
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RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
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|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
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|
Yarger Wealth Strategies, Llc
|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
Wealthstream Advisors, Inc.
|
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Neville Rodie & Shaw Inc
|
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|
Cordatus Wealth Management LLC
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Stableford Capital Ii Llc
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
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Moseley Investment Management Inc
|
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Trust Co
|
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Matrix Trust Co
|
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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|
Mount Yale Investment Advisors, LLC
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|
Campbell Newman Asset Management Inc
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Boston Common Asset Management, LLC
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|
Flaharty Asset Management, LLC
|
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|
Quantum Financial Advisors, LLC
|
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|
Seaside Wealth Management, Inc.
|
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|
Westbourne Investments, Inc.
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|
Patton Fund Management, Inc.
|
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|
Jacobi Capital Management LLC
|
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|
Cairn Investment Group, Inc.
|
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|
Guerra Pan Advisors, Llc
|
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|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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|
Fort Sheridan Advisors Llc
|
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|
Walker Asset Management, LLC
|
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|
United Capital Management of KS, Inc.
|
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|
Hanson & Doremus Investment Management
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
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|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
Monaco Asset Management SAM
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
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|
|
|
|
Mendel Capital Management LLC
|
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|
Stanich Group LLC
|
|
|
|
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|
Arthur M. Cohen & Associates, Llc
|
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|
Mraz, Amerine & Associates, Inc.
|
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|
First Manhattan Co
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
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|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
ORBA Wealth Advisors, L.L.C.
|
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|
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|
Five Oceans Advisors
|
|
|
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|
|
Founders Financial Securities Llc
|
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|
|
Td Asset Management Inc
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
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|
|
Bridge Creek Capital Management LLC
|
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|
|
Friedenthal Financial
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Warther Private Wealth, LLC
|
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|
|
|
|
Vista Wealth Management Group, LLC
|
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|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
TANDX - PFS FUNDS - Castle Tandem Fund Institutional
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
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|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Oder Investment Management, LLC
|
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|
|
|
|
Avion Wealth
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
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|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Continental Investors Services, Inc.
|
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|
|
MAI Capital Management
|
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|
|
TAGStone Capital, Inc.
|
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|
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|
Fisher Funds Management LTD
|
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|
|
Foguth Wealth Management, LLC.
|
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|
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|
|
Regimen Wealth, Llc
|
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|
|
|
American Money Management, LLC
|
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|
|
Americana Partners, LLC
|
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|
|
Boston Private Wealth Llc
|
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|
|
Conning Inc.
|
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|
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|
|
Azimuth Capital Investment Management LLC
|
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|
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|
Capital Wealth Alliance, LLC
|
|
|
|
|
|
BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
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|
|
|
|
VestGen Advisors, LLC
|
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|
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|
|
Axim Planning & Wealth
|
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|
Coerente Capital Management
|
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|
Valmark Advisers, Inc.
|
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|
New York Life Investment Management Llc
|
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|
|
Qtron Investments LLC
|
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|
|
Mine & Arao Wealth Creation & Management, LLC.
|
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|
|
|
|
Souders Financial Advisors
|
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|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
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|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
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|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
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|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Fairfield Financial Advisors, LTD
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Caldwell Investment Management Ltd.
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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Brown Financial Advisors
|
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Tempus Wealth Planning, LLC
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Meridian Wealth Partners, LLC
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Marble Harbor Investment Counsel, LLC
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Thrivent Financial For Lutherans
|
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Gerber Kawasaki Wealth & Investment Management
|
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Whittier Trust Co Of Nevada Inc
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Blue Zone Wealth Advisors, LLC
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Aire Advisors, Llc
|
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WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
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Boothbay Fund Management, Llc
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Advisors Capital Management, LLC
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B&l Asset Management Llc
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Hutchens & Kramer Investment Management Group, LLC
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Sciencast Management LP
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Gould Asset Management Llc /ca/
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Bahl & Gaynor Inc
|
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Templeton & Phillips Capital Management, LLC
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LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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Morton Capital Management LLC/CA
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Beutel, Goodman & Co Ltd.
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Mitchell Sinkler & Starr/pa
|
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Rodgers Brothers Inc.
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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Two Sigma Securities, Llc
|
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TBH Global Asset Management, LLC
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Shelton Capital Management
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Pollock Investment Advisors, LLC
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Winton Capital Group Ltd
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JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
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OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
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Sienna Gestion
|
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Shikiar Asset Management Inc
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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West Financial Advisors, LLC
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
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Nilsine Partners, LLC
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AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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First National Trust Co
|
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Altfest L J & Co Inc
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S.A. Mason LLC
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Charter Trust Co
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Campbell & CO Investment Adviser LLC
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North Forty Two & Co.
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Private Wealth Partners, LLC
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B&D White Capital Company, LLC
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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Joel Adams & Associates, Inc.
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Sky Investment Group LLC
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Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
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NorthCrest Asset Manangement, LLC
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PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
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Sage Capital Management, LLC
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Valeo Financial Advisors, LLC
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Providence Capital Advisors, LLC
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CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
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Allstate Corp
|
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Nuveen Core Equity Alpha Fund
|
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PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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Wimmer Associates 1, Llc
|
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Marshall Wace, Llp
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Elm Partners Management LLC
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Bluesphere Advisors, LLC
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State Of Michigan Retirement System
|
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Patten & Patten Inc/tn
|
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SJS Investment Consulting Inc.
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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Consilio Wealth Advisors, Llc
|
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Verde Capital Management
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Mn Services Vermogensbeheer B.V.
|
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Cozad Asset Management Inc
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Intrinsic Value Partners, LLC
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CarsonAllaria Wealth Management, Ltd.
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GURU - Global X Funds - Global X Guru Index ETF
|
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Minichmacgregor Wealth Management, Llc
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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Cornerstone Capital, Inc.
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Analyst IMS Investment Management Services Ltd.
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Vista Private Wealth Partners. LLC
|
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Marion Wealth Management
|
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LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
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|
Mezzasalma Advisors, LLC
|
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Franklin Resources Inc
|
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Lindbrook Capital, Llc
|
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QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
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|
BlackRock ESG Capital Allocation Trust
|
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|
Mayflower Financial Advisors, LLC
|
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Newport Capital Group, LLC
|
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Patrick M Sweeney & Associates, Inc
|
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|
Eastover Investment Advisors LLC
|
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TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
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Man Group plc
|
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Asset Planning,Inc
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Grimes & Company, Inc.
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Cvfg Llc
|
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Breed's Hill Capital LLC
|
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|
Equitable Holdings, Inc.
|
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|
Paces Ferry Wealth Advisors, Llc
|
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|
Blankinship & Foster, LLC
|
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|
Goldstein Advisors, LLC
|
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|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
Sky-mountain Capital Management, Inc.
|
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|
Bowen Hanes & Co Inc
|
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|
|
EdgeRock Capital LLC
|
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|
|
Naviter Wealth, LLC
|
|
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|
|
Valtinson Bruner Financial Planning LLC
|
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|
|
|
Confluence Wealth Services, Inc.
|
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|
|
Martin & Co Inc /tn/
|
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|
|
Captrust Financial Advisors
|
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|
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|
|
Modera Wealth Management, LLC
|
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|
Custom Index Systems, Llc
|
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|
|
Armstrong, Fleming & Moore, Inc
|
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|
Hughes Financial Services, LLC
|
|
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|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
Summit Financial Consulting LLC
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
IMZ Advisory Inc
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
Davidson Kahn Capital Management, LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
|
|
|
Rice Hall James & Associates, Llc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
Monetta Financial Services Inc
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Alphinity Investment Management Pty Ltd
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Ardent Capital Management, Inc.
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Clay Northam Wealth Management, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
Echo45 Advisors LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Avenir Corp
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
MGLBX - Marsico Investment Fund - Marsico Global Fund
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
TPG Financial Advisors, LLC
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Retirement Solution Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
F&V Capital Management, LLC
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Tsai Capital Corp
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
united american securities inc. (d/b/a uas asset management)
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Omega Financial Group, LLC
|
|
|
|
|
|
Cahill Wealth Management, LLC
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
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|
Global Retirement Partners, LLC
|
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Paladin Advisory Group, LLC
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NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
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|
Gifford Fong Associates
|
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|
Nicholas Company, Inc.
|
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|
Vigilare Wealth Management
|
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|
Calamos Wealth Management LLC
|
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|
Woodstock Corp
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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CenterBook Partners LP
|
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|
Greenwood Capital Associates Llc
|
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|
Garrison Bradford & Associates Inc
|
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Aries Wealth Management
|
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|
Busey Wealth Management
|
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|
Sonora Investment Management Group, LLC
|
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|
Walled Lake Planning & Wealth Management, Llc
|
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|
Winthrop Advisory Group LLC
|
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|
Guidance Capital, Inc
|
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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|
Godsey & Gibb Associates
|
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Siemens Fonds Invest GmbH
|
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VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
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|
Delta Financial Advisors Llc
|
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ROPE - EA Series Trust - Coastal Compass 100 ETF
|
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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|
Dohj, Llc
|
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TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
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|
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|
RBA Wealth Management, LLC
|
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|
Caas Capital Management Lp
|
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|
Bessemer Group Inc
|
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Flavin Financial Services, Inc.
|
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Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
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Archer Investment Corp
|
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Hsbc Holdings Plc
|
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Arbor Capital Management Inc /adv
|
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Hosking Partners LLP
|
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Dupree Financial Group, LLC
|
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HORAN Wealth, LLC
|
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TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
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|
Empirical Finance, LLC
|
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|
Boston Research & Management Inc
|
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|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
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|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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|
Fred Alger Management, Llc
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
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|
Osterweis Capital Management Inc
|
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|
Wolverine Asset Management Llc
|
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Cove Private Wealth, LLC
|
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|
National Mutual Insurance Federation of Agricultural Cooperatives
|
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|
Taylor Financial Group, Inc.
|
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Connecticut Wealth Management, LLC
|
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Wellington Management Group Llp
|
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Investors Research Corp
|
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|
Gibbs Wealth Management
|
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Everett Harris & Co /ca/
|
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|
Nadler Financial Group, Inc.
|
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|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
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|
Bender Robert & Associates
|
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|
Capital Planning LLC
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
Hartford Investment Management Co
|
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V. M. Manning & Co., Inc.
|
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|
Ables, Iannone, Moore & Associates, Inc.
|
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TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
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|
Doheny Asset Management /ca
|
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|
Zacks Investment Management
|
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|
Anchor Investment Management, LLC
|
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|
Cambridge Advisors Inc.
|
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BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
Millennium Management Llc
|
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|
Wulff, Hansen & Co.
|
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Oak Thistle LLC
|
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|
Hancock Whitney Corp
|
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|
Arq Wealth Advisors, Llc
|
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|
Optimize Financial Inc
|
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|
Ami Asset Management Corp
|
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|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
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|
|
Fortem Financial Group, Llc
|
|
|
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|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
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|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Patrick Mauro Investment Advisor, INC.
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Giverny Capital Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Ferguson Shapiro LLC
|
|
|
|
|
|
Williams & Novak, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
SLWGX - VALUED ADVISERS TRUST - Slow Capital Growth Fund
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
|
|
|
|
|
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Laidlaw Wealth Management LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Blue Oak Capital, LLC
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
KilterHowling LLC
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
NCP Inc.
|
|
|
|
|
|
M Wealth Management, LLC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
I.G.Y. Ltd
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
MILN - Global X Funds - Global X Millennials Thematic ETF
|
|
|
|
|
|
Camarda Financial Advisors, LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Next Level Wealth Planning, LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Gallo Partners, LP
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
Stapp Wealth Management, Pllc
|
|
|
|
|
|
Selective Wealth Management, Inc.
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
Silphium Asset Management Ltd
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Chaney Capital Management, Inc.
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
Hiley Hunt Wealth Management
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Ayrshire Capital Management LLC
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Jacksonville Wealth Management, LLC
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Verus Wealth Management, Llc
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
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Panagora Asset Management Inc
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|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
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|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Oak Grove Capital LLC
|
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|
Harbour Capital Advisors, LLC
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|
AMF Pensionsforsakring AB
|
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|
Verum Partners LLC
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Advisory Services Network, LLC
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|
State Of Wisconsin Investment Board
|
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Vinva Investment Management Ltd
|
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|
Greenspring Advisors, LLC
|
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|
Martin Worley Group
|
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|
Chokshi & Queen Wealth Advisors, Inc
|
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|
Rodgers & Associates, LTD
|
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|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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|
Global Assets Advisory, LLC
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Osher Van de Voorde Investment Management
|
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Sharper & Granite LLC
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Tradewinds, LLC.
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Wellspring Financial Advisors, LLC
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Richmond Investment Services, LLC
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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Simplicity Wealth,LLC
|
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Aware Super Pty Ltd as trustee of Aware Super
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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|
Taikang Asset Management (Hong Kong) Co Ltd
|
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|
Brueske Advisory Services, LLC
|
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|
Vision Capital Management, Inc.
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M. Kulyk & Associates, LLC
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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|
Stablepoint Partners, LLC
|
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Camden Capital, LLC
|
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Great West Life Assurance Co /can/
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
|
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|
Brighton Jones Llc
|
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|
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|
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
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|
Massmutual Trust Co Fsb/adv
|
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|
Jacobs & Co/ca
|
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Wells Trecaso Financial Group, LLC
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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|
Cambridge Investment Research Advisors, Inc.
|
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Edgestream Partners, L.P.
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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Mitsubishi UFJ Asset Management (UK) Ltd.
|
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Centennial Bank/AR/
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Spectrum Asset Management, Inc. (NB/CA)
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Prudential Financial Inc
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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Monograph Wealth Advisors, Llc
|
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FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio
|
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|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
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|
Bamco Inc /ny/
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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|
Peachtree Investment Partners, LLC
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
Mill Creek Capital Advisors, LLC
|
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Riggs Asset Managment Co. Inc.
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Curtis Advisory Group, LLC
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May Barnhard Investments LLC
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Trust Co Of Vermont
|
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TFB Advisors LLC
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
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Hudson Capital Management LLC
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
Reuter James Wealth Management, Llc
|
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|
Virtus Investment Advisers, Inc.
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Bnc Wealth Management, Llc
|
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626 Financial, LLC
|
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|
RFP Financial Group LLC
|
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Knuff & Co LLC
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
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|
|
Investment Partners Asset Management, Inc.
|
|
|
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Helen Stephens Group, LLC
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
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|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
KWB Wealth
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Elite Life Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Shira Ridge Wealth Management
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Avid Wealth Partners LLC
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Corps Capital Advisors, LLC
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
|
Haverford Financial Services, Inc.
|
|
|
|
|
|
Conestoga Capital Advisors, LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Hill Island Financial Llc
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Worldly Partners Management, Llc
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Requisite Capital Management, LLC
|
|
|
|
|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
Martin Investment Management, LLC
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Sander Capital Advisors Inc
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Cascade Wealth Advisors, Inc
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class
|
|
|
|
|
|
Fischer Financial Services, Inc.
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Brown Wealth Management, Llc
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Asset Allocation Strategies LLC
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
Baring Financial LLC
|
|
|
|
|
|
Hrc Wealth Management, Llc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
XRT - SPDR SERIES TRUST - SPDR(R) S&P(R) Retail ETF
|
|
|
|
|
|
BDGS - EA Series Trust - Bridges Capital Tactical ETF
|
|
|
|
|
|
RMR Capital Management, LLC
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
Cache Advisors, LLC
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Keebeck Wealth Management, LLC
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Spurstone Advisory Services, LLC
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SEG Partners Long/Short Equity Fund
|
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Wescott Financial Advisory Group, LLC
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Prosperity Financial Group, Inc.
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James J. Burns & Company, LLC
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Heartland Bank & Trust Co
|
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Bridges Investment Management Inc
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Capital Advisors Inc/ok
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BlueSpruce Investments, LP
|
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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Roberts Glore & Co Inc /il/
|
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Latitude Advisors, LLC
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Tyler-Stone Wealth Management
|
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Fielder Capital Group LLC
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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Biltmore Wealth Management, LLC
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BTC Capital Management, Inc.
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SWAN Capital LLC
|
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Koesten, Hirschmann & Crabtree, INC.
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Arbor Investment Advisors, LLC
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Franklin Templeton ETF Trust - Franklin Focused Growth ETF
|
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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Oxford Asset Management Llp
|
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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Northern Oak Wealth Management Inc
|
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Perennial Advisors, LLC
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Transcend Wealth Collective, Llc
|
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Perennial Investment Advisors, LLC
|
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RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF
|
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|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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Van Hulzen Asset Management, LLC
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Alaethes Wealth LLC
|
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Integrated Wealth Concepts LLC
|
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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Williams Jones Wealth Management, LLC.
|
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
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Triton Wealth Management, PLLC
|
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Granite Group Advisors, LLC
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Montz Harcus Wealth Management LLC
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Copia Wealth Management
|
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Claudia M.p. Batlle, Crp (r) Llc
|
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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Bull Street Advisors, LLC
|
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Weil Company, Inc.
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Sei Investments Co
|
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Ieq Capital, Llc
|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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General Partner, Inc.
|
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TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
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BlackDiamond Wealth Management Inc.
|
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LeConte Wealth Management, LLC
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REDWX - Aspiration Funds - Aspiration Redwood Fund
|
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Wellington Shields Capital Management, LLC
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PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
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Motco
|
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Indiana Trust & Investment Management CO
|
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Atlantic Edge Private Wealth Management, LLC
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Nikulski Financial, Inc.
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Garrett Investment Advisors LLC
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Wealthfront Advisers Llc
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
First Trust Enhanced Equity Income Fund
|
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SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
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Mark Sheptoff Financial Planning, Llc
|
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FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
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EWG Elevate Inc.
|
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AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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TCI Wealth Advisors, Inc.
|
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Seizert Capital Partners, Llc
|
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Peak6 Llc
|
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Alpha Family Trust
|
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Estabrook Capital Management
|
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Stonebridge Capital Advisors LLC
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George Kaiser Family Foundation
|
|
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|
Waterway Wealth Management, LLC
|
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|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
Maryland State Retirement & Pension System
|
|
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RAM Investment Partners, LLC
|
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GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
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|
State of Alaska, Department of Revenue
|
|
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Mather Group, Llc.
|
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|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
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|
Rise Advisors, LLC
|
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Ntv Asset Management Llc
|
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|
BLI - Banque de Luxembourg Investments
|
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|
1248 Management, LLC
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
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|
SRN Advisors, LLC
|
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|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
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|
Wealth Watch Advisors, INC
|
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|
CENTRAL TRUST Co
|
|
|
|
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|
Capital Fund Management S.a.
|
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|
Kingswood Wealth Advisors, Llc
|
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|
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|
Goelzer Investment Management, Inc.
|
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|
21 West Wealth Management LLC
|
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|
Capital World Investors
|
|
|
|
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|
Alliancebernstein L.p.
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
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|
|
Aviva Plc
|
|
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|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Carroll Investors, Inc
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Strid Group, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Waypoint Wealth Partners Inc.
|
|
|
|
|
|
Turning Point Benefit Group, Inc.
|
|
|
|
|
|
von Borstel & Associates, Inc.
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Grant Street Asset Management, Inc.
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Baer Investment Advisory LLC
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Stony Point Capital LLC
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Momentous Wealth Management, Inc.
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Spectrum Planning & Advisory Services Inc.
|
|
|
|
|
|
RYRIX - RYDEX SERIES FUNDS - Retailing Fund Investor Class
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Conway Capital Management, Inc.
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Family Office Research LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF
|
|
|
|
|
|
Genesis Wealth Advisors, LLC
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
Seros Financial, LLC
|
|
|
|
|
|
Baskin Financial Services Inc.
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Ledgewood Wealth Advisors, LLC
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A
|
|
|
|
|
|
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Schaeffer Financial LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
Paradigm, Strategies in Wealth Management, LLC
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
KP Management LLC
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Axq Capital, Lp
|
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Supplemental Annuity Collective Trust of NJ
|
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QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
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|
Ledyard National Bank
|
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|
Kimelman & Baird, LLC
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Summit Place Financial Advisors, LLC
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Heritage Wealth Management, Inc. /CA/
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Covestor Ltd
|
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BOK Financial Private Wealth, Inc.
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Binnacle Investments Inc
|
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Crowley Wealth Management, Inc.
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
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|
LaFleur & Godfrey LLC
|
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|
Mjp Associates Inc /adv
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Atlas Legacy Advisors, LLC
|
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Astra Wealth Partners LLC
|
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TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
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|
|
WNY Asset Management, LLC
|
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CWS Financial Advisors, LLC
|
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Czech National Bank
|
|
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FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
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|
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|
|
Curran Financial Partners, LLC
|
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|
Baker Boyer National Bank
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
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|
Moisand Fitzgerald Tamayo, LLC
|
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|
Wharton Business Group, LLC
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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Chilton Capital Management Llc
|
|
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|
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|
Badgley Phelps Wealth Managers, LLC
|
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|
|
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
YALL - Tidal ETF Trust - God Bless America ETF
|
|
|
|
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TCTC Holdings, LLC
|
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|
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AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
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|
|
|
|
Stiles Financial Services Inc
|
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Fire Capital Management LLC
|
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Motley Fool Asset Management LLC
|
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Voleon Capital Management Lp
|
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Clarus Group, Inc.
|
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Disciplined Investments, LLC
|
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|
GHP Investment Advisors, Inc.
|
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Advisory Resource Group
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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Belpointe Asset Management LLC
|
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Conscious Wealth Investments, Llc
|
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IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
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|
Schonfeld Strategic Advisors LLC
|
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|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Union Heritage Capital, LLC
|
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IHT Wealth Management, LLC
|
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Alliance Wealth Advisors, LLC /UT
|
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OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
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|
Park Capital Management, LLC / WI
|
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Legacy Financial Group, Inc.
|
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BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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Optimum Investment Advisors
|
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|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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|
Mitchell Capital Management Co
|
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Evolution Advisers, Inc.
|
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Burke & Herbert Bank & Trust Co
|
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Thrive Capital Management, LLC
|
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Tevis Investment Management
|
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ARS Wealth Advisors Group, LLC
|
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|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
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|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
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|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
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|
Madrona Financial Services, LLC
|
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|
Bank Of Stockton
|
|
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|
Noesis Capital Mangement Corp
|
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Dale Q Rice Investment Management Ltd
|
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|
Spdr S&p 500 Etf Trust
|
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|
La Banque Postale Asset Management SA
|
|
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|
HWG Holdings LP
|
|
|
|
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|
Brown Shipley& Co Ltd
|
|
|
|
|
|
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Mullooly Asset Management, Inc.
|
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|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Hoffman, Alan N Investment Management
|
|
|
|
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|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Scott Capital Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
HFR Wealth Management, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Legacy Capital Wealth Management, Llc
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Ion Asset Management Ltd.
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
Trademark Financial Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Littlejohn Financial Services, Inc.
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Farrell Financial LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
BIP Alliance, LLC
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Perkins Capital Management Inc
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
|
|
|
|
|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
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MeadowBrook Investment Advisors LLC
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Acas, Llc
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Catalytic Wealth RIA, LLC
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Clearbridge Investments, LLC
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PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
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Mackenzie Financial Corp
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Erste Asset Management GmbH
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Koa Wealth Management, LLC
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Concord Asset Management, LLC/VA
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CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
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Rafferty Asset Management, LLC
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Moody National Bank Trust Division
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Pingora Partners LLC
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Surience Private Wealth Llc
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Hirtle Callaghan & Co LLC
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Sage Capital Advisors,llc
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SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
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Geneva Capital Management Llc
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Sumitomo Mitsui Trust Holdings, Inc.
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Gibraltar Capital Management, Inc.
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Elefante Mark B
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Aureus Asset Management, LLC
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
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BankPlus Trust Department
|
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Putnam ETF Trust - Putnam Sustainable Leaders ETF -
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Kfg Wealth Management, Llc
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Delap Wealth Advisory, Llc
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
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Bedell Frazier Investment Counseling, LLC
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Clean Yield Group
|
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First County Bank /CT/
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IFG Advisory, LLC
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Baugh & Associates, LLC
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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Amussen Hunsaker Associates Llc
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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Tributary Capital Management, LLC
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FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
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Pacific Center for Financial Services
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
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Avestar Capital, LLC
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
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Farther Finance Advisors, LLC
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ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
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Novare Capital Management Llc
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Novus Advisors, Llc
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ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
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Beacon Capital Management, LLC
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American Century Companies Inc
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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Capital Advisors, Ltd. LLC
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OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
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Empire Financial Management Company, LLC
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Cornerstone Enterprises, Llc
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Bath Savings Trust Co
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JCIC Asset Management Inc.
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Truvestments Capital Llc
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Destiny Capital Corp/CO
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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Barnes Pettey Financial Advisors, Llc
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M. Kraus & Co
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OMNI 360 Wealth, Inc.
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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Geneos Wealth Management Inc.
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
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Avenue 1 Advisors, LLC
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Kovitz Investment Group Partners, LLC
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VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
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Tobias Financial Advisors, Inc.
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CHB Investment Group, LLC
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Mystic Asset Management, Inc.
|
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Pachira Investments Inc.
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CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
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|
Walkner Condon Financial Advisors LLC
|
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|
BWTG - ETF Opportunities Trust - Brendan Wood TopGun ETF
|
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|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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|
Demars Financial Group, LLC
|
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Harbour Investment Management Llc
|
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Resurgent Financial Advisors LLC
|
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Foundation Wealth Management, LLC
|
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|
Matrix Asset Advisors Inc/ny
|
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|
Camden National Bank
|
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|
Highview Capital Management LLC/DE/
|
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Founders Financial Alliance, LLC
|
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|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
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|
Fifth Third Wealth Advisors LLC
|
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|
Centre Asset Management, LLC
|
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|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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|
Towercrest Capital Management
|
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|
Jefferies Financial Group Inc.
|
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|
Sawgrass Asset Management Llc
|
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|
Moss Adams Wealth Advisors LLC
|
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|
Kingsman Wealth Management, Inc.
|
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|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
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|
Shell Asset Management Co
|
|
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|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
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|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Waverton Investment Management Ltd
|
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|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
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|
First Interstate Bank
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
David Wealth Management LLC
|
|
|
|
|
|
Achmea Investment Management B.V.
|
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|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
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|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
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|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Parkshore Wealth Management, Inc.
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
Actiam N.v.
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Paragon Capital Management Inc
|
|
|
|
|
|
WJ Wealth Management, LLC
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
|
Cohalo Advisory LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Shared Vision Wealth Group LLC
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Vancity Investment Management Ltd
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Towerpoint Wealth, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Draper Asset Management, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
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Pinnacle Associates Ltd
|
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|
Paul Damon & Associates, Inc.
|
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|
Alpha Cubed Investments, LLC
|
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|
TCG Advisory Services, LLC
|
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|
Susquehanna Portfolio Strategies, LLC
|
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|
Keystone Financial Group
|
|
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|
Brass Tax Wealth Management, Inc
|
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|
|
|
|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
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|
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
|
|
|
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|
Plante Moran Financial Advisors, LLC
|
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|
Yarbrough Capital, LLC
|
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|
Credential Qtrade Securities Inc.
|
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|
Capital Investment Advisors, LLC
|
|
|
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|
Keystone Wealth Services, LLC
|
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|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
McDonough Capital Management, Inc
|
|
|
|
|
|
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
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|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
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|
CFS Investment Advisory Services, LLC
|
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|
|
RW Investment Management LLC
|
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|
Alexander Labrunerie & Co., Inc.
|
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|
Centricity Wealth Management, LLC
|
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|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Wbi Investments, Inc.
|
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|
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|
Opal Wealth Advisors, LLC
|
|
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|
Pure Portfolios Holdings Llc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
Forum Financial Management, LP
|
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|
Foster & Motley Inc
|
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Axiom International Investors Llc /de
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
Enterprise Financial Services Corp
|
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|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
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|
Jessup Wealth Management, Inc
|
|
|
|
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|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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|
Grandview Asset Management LLC
|
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|
Hansen & Associates Financial Group, Inc.
|
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RiverFront Investment Group, LLC
|
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Tradition Wealth Management, LLC
|
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|
Numerai GP LLC
|
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|
Evelyn Partners Asset Management Ltd
|
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LaSalle St. Investment Advisors, LLC
|
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|
Russell Investments Group, Ltd.
|
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|
Hobbs Wealth Management, LLC
|
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|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
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|
ABN AMRO Bank N.V.
|
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|
|
Seelaus Asset Management LLC
|
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|
Capital Analysts, Inc.
|
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|
Midwest Trust Co
|
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|
Gabelli Convertible & Income Securities Fund Inc
|
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|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
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|
Hidden Cove Wealth Management, LLC
|
|
|
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|
Prestige Wealth Management Group LLC
|
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|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
Northwest Wealth Management, Llc
|
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|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
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|
Alpine Bank Wealth Management
|
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|
Csenge Advisory Group
|
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|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
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|
Qvr Llc
|
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|
Sterling Investment Advisors, Ltd.
|
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|
Correct Capital Wealth Management
|
|
|
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|
Pettinga Financial Advisors, LLC
|
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|
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|
One + One Wealth Management, Llc
|
|
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|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
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|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Greenhouse Wealth Management, LLC
|
|
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|
|
Founders Capital Management
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Mason Investment Advisory Services, Inc.
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Capital Counsel Llc/ny
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
QUSA - Tidal Trust III - VistaShares Target 15 USA Quality Income ETF
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Nkcfo Llc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
TABR Capital Management, LLC
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Freedom Financial Partners LLC
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Hyperion Asset Management Ltd
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
J Hagan Capital, Inc.
|
|
|
|
|
|
Merkkuri Wealth Advisors LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Tandem Financial, LLC
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
RETL - Direxion Shares ETF Trust - Direxion Daily Retail Bull 3X Shares
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Savoir Faire Capital Management, L.P.
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Telligent Fund, LP
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Opulen Financial Group LLC
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Integrity Wealth Solutions LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
Perissos Private Wealth Management, LLC
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares
|
|
|
|
|
|
Core Wealth Advisors, Inc.
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Fortune 45 LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Astoria Strategic Wealth, Inc.
|
|
|
|
|
|
Sagace Wealth Management LLC
|
|
|
|
|
|
Summit Investment Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Truist Financial Corp
|
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Cardinal Point Capital Management, ULC
|
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Oppenheimer Asset Management Inc.
|
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Foundations Investment Advisors, LLC
|
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Midwest Financial Group LLC
|
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|
Victory Financial Group, Llc
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Trajan Wealth LLC
|
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|
Ostrum Asset Management
|
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|
Rempart Asset Management Inc.
|
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|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Whitaker-Myers Wealth Managers, LTD.
|
|
|
|
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|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
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|
|
Ipsen Advisor Group LLC
|
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|
Torray Llc
|
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|
Silicon Valley Capital Partners
|
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|
Goldman Sachs Group Inc
|
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|
Absher Wealth Management, Llc
|
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|
Elite Wealth Management, Inc.
|
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|
Gilman Hill Asset Management, LLC
|
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|
Cim Investment Mangement Inc
|
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DLK Investment Management, LLC
|
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Planning Directions Inc
|
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Nemes Rush Group LLC
|
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Montag & Caldwell, Llc
|
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|
Fourth Dimension Wealth, LLC
|
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|
Ascent Wealth Partners, LLC
|
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|
Mmbg Investment Advisors Co.
|
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|
C2C Wealth Management, LLC
|
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|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
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|
|
|
Commons Capital, Llc
|
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Natural Investments, Llc
|
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First Business Financial Services, Inc.
|
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Syntax Research, Inc.
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
|
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|
|
|
|
Chemistry Wealth Management LLC
|
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|
|
Inlight Wealth Management, LLC
|
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|
Stewardship Advisors, LLC
|
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|
Chapman Financial Group, Llc
|
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|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
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|
Maven Securities LTD
|
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J. Safra Sarasin Holding AG
|
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|
Canada Pension Plan Investment Board
|
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|
|
Tuttle Tactical Management LLC
|
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|
Fusion Capital, LLC
|
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|
Up Strategic Wealth Investment Advisors Llc
|
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|
Webster Bank, N. A.
|
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|
Ninepoint Partners LP
|
|
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|
Franklin Street Advisors Inc /nc
|
|
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|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
Greatmark Investment Partners, Inc.
|
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First Citizens Bank & Trust Co
|
|
|
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|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
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|
|
Constitution Capital LLC
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
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|
Redmond Asset Management, LLC
|
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|
Pittenger & Anderson Inc
|
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JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
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|
Diversified Trust Co
|
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
Chickasaw Capital Management Llc
|
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|
Lederer & Associates Investment Counsel/ca
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
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|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
Bravias Capital Group, LLC
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Wealth Advisors Northwest LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Libra Wealth Llc
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
|
|
|
|
|
|
PROVX - Provident Mutual Funds, Inc. - Provident Trust Strategy Fund
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
New Capital Management LP
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Jericho Financial, Llp
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Rf&l Wealth Management, Llc
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
TLW Wealth Management, LLC
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Sensible Money, LLC
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Absolute Capital Management, LLC
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
Spectrum Investment Advisors, Inc.
|
|
|
|
|
|
Everest Management Corp.
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
APCM Wealth Management for Individuals
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Capco Asset Management, LLC
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
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Sulzberger Capital Advisors, Inc.
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|
Bolthouse Investments, LLC
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Court Place Advisors, LLC
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Krs Capital Management, Llc
|
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FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
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|
PKS Advisory Services, LLC
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
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|
Petix & Botte Co
|
|
|
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|
Roberts Wealth Advisors, LLC
|
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|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
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|
Paragon Private Wealth Management, LLC
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New England Capital Financial Advisors LLC
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M3 Advisory Group, LLC
|
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QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
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|
RMR Wealth Builders
|
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Crews Bank & Trust
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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|
Acute Investment Advisory, Llc
|
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Boston Family Office Llc
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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Silvia Mccoll Wealth Management, Llc
|
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WT Wealth Management
|
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West Michigan Advisors, Llc
|
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XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
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Grange Capital, LLC
|
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Carter Financial Group, INC.
|
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Aegon Asset Management Uk Plc
|
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HBK Sorce Advisory LLC
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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Graypoint LLC
|
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Builder Investment Group Inc /adv
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Cookson Peirce & Co Inc
|
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U S Wealth Group, Llc.
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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Hanlon Investment Management, Inc.
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Kondo Wealth Advisors, Inc.
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Sage Mountain Advisors LLC
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Chancellor Financial Group WB LP
|
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New Mexico Educational Retirement Board
|
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Financiere des Professionnels - Fonds d,investissement inc.
|
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Capital International Sarl
|
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Grove Bank & Trust
|
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MJT & Associates Financial Advisory Group, Inc.
|
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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
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Quilter Plc
|
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EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
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|
Waterfront Wealth Inc.
|
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Blueshift Asset Management, LLC
|
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NovaPoint Capital, LLC
|
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|
Calamos Strategic Total Return Fund
|
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|
MetLife Investment Management, LLC
|
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Biltmore Family Office, LLC
|
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
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|
|
Assetmark, Inc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
Pekin Hardy Strauss, Inc.
|
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Dogwood Wealth Management LLC
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
Consolidated Capital Management, Llc
|
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|
BSW Wealth Partners
|
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Arete Wealth Advisors, LLC
|
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Concentrum Wealth Management
|
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Albion Financial Group /ut
|
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Maple Capital Management, Inc.
|
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Councilmark Asset Management, LLC
|
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Tiemann Investment Advisors, Llc
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
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|
GPM Growth Investors, Inc.
|
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|
Metis Global Partners, LLC
|
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|
Avantax Advisory Services, Inc.
|
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|
Whipplewood Advisors, LLC
|
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|
MBM Wealth Consultants, LLC
|
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|
McAdam, LLC
|
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|
Sharp Financial Services, LLC
|
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|
Aqr Capital Management Llc
|
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|
Smith & Howard Wealth Management, LLC
|
|
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|
DMKC Advisory Services, LLC
|
|
|
|
|
|
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class
|
|
|
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|
|
Kure Advisory, LLC
|
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|
|
Aspire Capital Advisors LLC
|
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|
Howard Hughes Medical Institute
|
|
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|
|
SCS Capital Management LLC
|
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|
|
Kaizen Financial Strategies
|
|
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|
|
Leelyn Smith, LLC
|
|
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|
|
|
VERITY Wealth Advisors
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
|
|
|
|
|
Plum Street Advisors, LLC
|
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|
Dock Street Asset Management Inc
|
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|
|
Zevin Asset Management Llc
|
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|
Perritt Capital Management Inc
|
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|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Elm3 Financial Group, LLC
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Profunds - Profund Vp Consumer Goods
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Northstar Asset Management Inc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
S. R. Schill & Associates
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Processus Wealth & Capital Management, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
One Degree Advisors Inc
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Bullseye Investment Management, LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Capstone Wealth Management, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
Wealthcare Capital Management Llc
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Pacific Wealth Strategies Group, Inc.
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Ironsides Asset Advisors, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Accel Wealth Management
|
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|
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|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
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|
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|
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K
|
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|
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares
|
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|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
Schroder Investment Management Group
|
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|
Salomon & Ludwin, LLC
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SRS Capital Advisors, Inc.
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LGT Group Foundation
|
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FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
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|
Running Point Capital Advisors, LLC
|
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|
Crossmark Global Holdings, Inc.
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C M Bidwell & Associates Ltd
|
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Nestegg Advisors, Inc.
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
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|
Change Path, LLC
|
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J. L. Bainbridge & Co., Inc.
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Austin Wealth Management, LLC
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First City Capital Management, Inc.
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares
|
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|
Peoples Financial Services Corp.
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|
MFA Wealth Services
|
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Capital Square, LLC
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Skye Global Management LP
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E Fund Management Co., Ltd.
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Daymark Wealth Partners, Llc
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Argus Investors' Counsel, Inc.
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Frisch Financial Group, Inc.
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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Beta Wealth Group, Inc.
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Meridian Wealth Advisors, LLC
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Trinity Legacy Partners, LLC
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SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
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Cross Staff Investments Inc
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Stonebridge Financial Planning Group, LLC
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Confluence Investment Management Llc
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Private Advisor Group, LLC
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Westfield Capital Management Co Lp
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MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
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Regency Capital Management Inc.\DE
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Castle Wealth Management Llc
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Pacitti Group Inc.
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LFA - Lugano Financial Advisors SA
|
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Newman Dignan & Sheerar, Inc.
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Maripau Wealth Management Llc
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BluePointe Capital Management, LLC
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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Capstone Wealth Management Group LLC
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HHM Wealth Advisors, LLC
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Dempze Nancy E
|
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Bradley Foster & Sargent Inc/ct
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Beck Bode, LLC
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Wealthcare Advisory Partners LLC
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BridgePort Financial Solutions, LLC
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Berkeley Capital Partners, LLC
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GLOBALT Investments LLC / GA
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Brown Brothers Harriman & Co
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Cyr Financial Inc.
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
Fiduciary Group LLC
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Bourgeon Capital Management Llc
|
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Kapstone Financial Advisors LLC
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Regent Peak Wealth Advisors LLC
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Cercano Management LLC
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|
waypoint wealth counsel
|
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Buttonwood Financial Advisors Inc.
|
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Altiora Financial Group, LLC
|
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Independence Bank of Kentucky
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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Alpha Financial Partners, LLC
|
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PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
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|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
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Financial Freedom, LLC
|
|
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|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
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|
|
Gradient Capital Advisors, LLC
|
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|
Index Fund Advisors, Inc.
|
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|
South Dakota Investment Council
|
|
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|
Firestone Capital Management
|
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|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
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|
Marshall Financial Group LLC
|
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|
RB Capital Management, LLC
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|
Strategic Planning, Inc.
|
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|
Fortis Capital Management LLC
|
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|
Lynch Asset Management, Inc.
|
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|
CLARET ASSET MANAGEMENT Corp
|
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|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
BetterWealth, LLC
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
OLIO Financial Planning
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
Corepath Wealth Partners Llc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
Elite Financial, Inc.
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Pennington Partners & Co., Llc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
G2 Capital Management, Llc / Oh
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Capasso Planning Partners LLC
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
New Perspectives, Inc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
Long Island Wealth Management, Inc.
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Cooksen Wealth, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Parker Financial LLC
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
Enzi Wealth
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Mountain Capital Investment Advisors, Inc
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Sustainable Insight Capital Management, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Von Berge Wealth Management Group, LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Pacific Sun Financial Corp
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
McCarthy & Cox
|
|
|
|
|
|
Eley Financial Management, Inc
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
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|
First American Trust, Fsb
|
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Phoenix Holdings Ltd.
|
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EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
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|
Kidder Stephen W
|
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Jennison Associates Llc
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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|
|
|
Decatur Capital Management, Inc.
|
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|
Wisconsin Capital Management Llc
|
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WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
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|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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Profunds - Profund Vp Ultranasdaq-100
|
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|
Seldon Capital Lp
|
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Ameriprise Financial Inc
|
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Conservest Capital Advisors, Inc.
|
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Figure 8 Investment Strategies Llc
|
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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Aldebaran Financial Inc.
|
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PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
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Mizuho Securities Co. Ltd.
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Teachers Retirement System Of The State Of Kentucky
|
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Financial Life Planners
|
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Kennedy Investment Group
|
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Smith Group Asset Management, LLC
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Seek First Inc.
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Teacher Retirement System Of Texas
|
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Abel Hall, LLC
|
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Occidental Asset Management, LLC
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Capital International Investors
|
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MGO Private Wealth, LLC
|
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Bennett Selby Investments Lp
|
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Scientech Research LLC
|
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Wealth Alliance
|
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Advisory Alpha, LLC
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Adalta Capital Management LLC
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Ofi Invest Asset Management
|
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Cedar Mountain Advisors, LLC
|
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SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
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|
Harwood Advisory Group, LLC
|
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Donaldson Capital Management, Llc
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Gries Financial Llc
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Invenio Wealth Partners Llc
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Td Private Client Wealth Llc
|
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FT Vest Hedged Equity Income Fund: Series A4
|
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Gill Capital Partners, Llc
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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Accredited Wealth Management, LLC
|
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|
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|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
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|
Mainsail Financial Group, LLC
|
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|
Thomasville National Bank
|
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Financial Connections Group, Inc.
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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Jacobsen Capital Management
|
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Covea Finance
|
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Quarry LP
|
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Essex Savings Bank
|
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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|
SkyOak Wealth, LLC
|
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Wealth Advisors of Iowa, LLC
|
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
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|
Cooper Capital Advisors LLC
|
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|
Heritage Family Offices, LLP
|
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|
Van Strum & Towne Inc.
|
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Farrow Financial Inc.
|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
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|
|
Blue Investment Partners LLC
|
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|
Icon Wealth Advisors, LLC
|
|
|
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|
|
TMFG - RBB FUND, INC. - Motley Fool Global Opportunities ETF
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
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|
|
|
Widmann Financial Services, Inc.
|
|
|
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MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
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|
|
Optiver Holding B.V.
|
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|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Earnest Partners Llc
|
|
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|
|
Horizon Bancorp Inc /in/
|
|
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|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Prudent Investors Network
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
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|
|
City Holding Co
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
Greenbrier Partners Capital Management, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
KXI - iSHARES TRUST - iShares Global Consumer Staples ETF
|
|
|
|
|
|
Cannon Advisors, Inc.
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
|
My Purposeful Wealth Corp.
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Crystal Rock Capital Management
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
Trace Wealth Advisors, LLC
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Better Money Decisions, LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Pacific Heights Asset Management Llc
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Awm Capital, Llc
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Prospect Financial Group LLC
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Calamos Global Total Return Fund
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Hofer & Associates. Inc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
Gunderson Capital Management Inc.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Antonelli Financial Advisors, LLC
|
|
|
|
|
|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
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|
