|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
|
|
|
Sky Investment Group LLC
|
|
|
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|
Topsail Wealth Management, LLC
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|
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|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
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|
|
|
|
Beacon Capital Management, LLC
|
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|
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|
Mairs & Power Inc
|
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|
Holocene Advisors, LP
|
|
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FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
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|
Hardy Reed LLC
|
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|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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|
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|
SJS Investment Consulting Inc.
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Jacobs Levy Equity Management, Inc
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Fisher Asset Management, LLC
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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WealthPlan Investment Management, LLC
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|
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VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
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|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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|
Spire Wealth Management
|
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INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
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|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
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Financial Freedom, LLC
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|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
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|
Ledyard National Bank
|
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Empirical Asset Management, LLC
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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Citadel Advisors Llc
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Moneta Group Investment Advisors Llc
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NewSquare Capital LLC
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Adirondack Trust Co
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PayPay Securities Corp
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Sofos Investments, Inc.
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Cassaday & Co Wealth Management LLC
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Forum Financial Management, LP
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Kestra Private Wealth Services, Llc
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Consultiva Wealth Management, Corp.
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Abacus Planning Group, Inc.
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Nisa Investment Advisors, Llc
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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Polen Capital Management Llc
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
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|
Tsfg, Llc
|
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Lindsell Train Ltd
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Yousif Capital Management, Llc
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VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
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|
Perigon Wealth Management, LLC
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Rehmann Capital Advisory Group
|
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PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
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|
TCM Advisors, LLC
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Clearbridge Investments, LLC
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GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
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|
Harbor Investment Advisory, Llc
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Holos Integrated Wealth LLC
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Cloverfields Capital Group, Lp
|
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Jones Financial Companies Lllp
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Charles Schwab Investment Management Inc
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Weatherly Asset Management L. P.
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Accurate Wealth Management, LLC
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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|
Spinnaker Trust
|
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|
Country Club Bank /gfn
|
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Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
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|
Confluence Investment Management Llc
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Private Advisory Group LLC
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|
Broad Peak Investment Advisers Pte Ltd
|
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Dynamic Advisor Solutions LLC
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Catalyst Financial Partners Llc
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|
Sheaff Brock Investment Advisors, LLC
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Sawgrass Asset Management Llc
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|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
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|
Arbor Capital Management Inc /adv
|
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|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
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|
|
Madison Asset Management, LLC
|
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Private Trust Co Na
|
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|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
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|
SPC Financial, Inc.
|
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|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
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|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
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|
Accent Capital Management, LLC
|
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|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
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|
Evelyn Partners Investment Management Services Ltd
|
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|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
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|
CIBC Asset Management Inc
|
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|
Guardcap Asset Management Ltd
|
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Guardian Partners Inc.
|
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|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
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|
|
Sellwood Investment Partners LLC
|
|
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|
Peregrine Asset Advisers, Inc.
|
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|
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|
ICW Investment Advisors LLC
|
|
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|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Terra Alpha Investments LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Fundsmith Investment Services Ltd.
|
|
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Redmond Asset Management, LLC
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Golden State Wealth Management, LLC
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|
Fortitude Family Office, LLC
|
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|
St Germain D J Co Inc
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Atom Investors LP
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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|
Battery Global Advisors, LLC
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|
L2 Asset Management, LLC
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|
Bragg Financial Advisors, Inc
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|
Magnus Financial Group LLC
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|
Strait & Sound Wealth Management LLC
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|
Roundview Capital LLC
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|
Janney Montgomery Scott LLC
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|
Raelipskie Partnership
|
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|
OMERS ADMINISTRATION Corp
|
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|
Prestige Wealth Management Group LLC
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|
Patten Group, Inc.
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|
Associated Banc-corp
|
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|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
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|
Gould Capital, LLC
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|
Pitcairn Co
|
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|
Haven Capital Group, Inc.
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Cable Hill Partners, LLC
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Louisbourg Investments Inc.
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
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|
Advisors Asset Management, Inc.
|
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|
Lombard Odier Asset Management (USA) Corp
|
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Penn Davis Mcfarland Inc
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
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|
Rockefeller Capital Management L.P.
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
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|
Community Bank, N.A.
|
|
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Victory Capital Management Inc
|
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|
Badgley Phelps Wealth Managers, LLC
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Personal Cfo Solutions, Llc
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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|
Chicago Capital, LLC
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|
Evercore Wealth Management, LLC
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|
Harvest Fund Management Co., Ltd
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Farmers & Merchants Investments Inc
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Perpetual Ltd
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Woodline Partners LP
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BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
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|
Brady Family Wealth, Llc
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USA Financial Portformulas Corp
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Baker Ellis Asset Management LLC
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SWS Partners
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Central Securities Corp
|
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Proficio Capital Partners LLC
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American National Bank
|
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|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
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|
Morse Asset Management, Inc
|
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Great Diamond Partners, LLC
|
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|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Sicart Associates LLC
|
|
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|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
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|
Capital Group Investment Management Pte. Ltd.
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|
Quotient Wealth Partners, LLC
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|
Kensington Investment Counsel, LLC
|
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|
Smith Anglin Financial, LLC
|
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|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
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|
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A
|
|
|
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|
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
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|
Nomura Holdings Inc
|
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|
OPTIMAS CAPITAL Ltd
|
|
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|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
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|
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|
Kentucky Trust Co
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
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|
Schechter Investment Advisors, LLC
|
|
|
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|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
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|
SRN Advisors, LLC
|
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
|
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|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Geo Capital Gestora de Recursos Ltd
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Nkcfo Llc
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Tenere Capital LLC
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
MYIFX - MONETTA TRUST - Monetta Core Growth Fund
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
PICTET BANK & TRUST Ltd
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Tran Capital Management, L.p.
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
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|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
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|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
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VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
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|
Norinchukin Bank, The
|
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Vantage Investment Partners, LLC
|
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Davies Financial Advisors, Inc.
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BlackRock, Inc.
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Gleason Group, Inc.
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Stevens Capital Management Lp
|
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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|
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
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|
Trifecta Capital Advisors, LLC
|
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|
Reuter James Wealth Management, Llc
|
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|
KLCM Advisors, Inc.
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Canoe Financial LP
|
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JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
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|
Capital International Inc /ca/
|
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NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A
|
|
|
|
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|
Bradley & Co. Private Wealth Management, LLC
|
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Assenagon Asset Management S.A.
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Tidemark, LLC
|
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IHT Wealth Management, LLC
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MSA Advisors, LLC
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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Spdr Dow Jones Industrial Average Etf Trust
|
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Ami Investment Management Inc
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Banque Pictet & Cie Sa
|
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Solstein Capital, LLC
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Voya Investment Management Llc
|
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Essex Financial Services, Inc.
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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First Merchants Corp
|
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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Analyst IMS Investment Management Services Ltd.
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Painted Porch Advisors LLC
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Heritage Wealth Advisors
|
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BLI - Banque de Luxembourg Investments
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
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New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
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Ilex Capital Partners (UK) LLP
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Atlantic Trust, LLC
|
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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Baker Boyer National Bank
|
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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Iowa State Bank
|
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Mather Group, Llc.
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Boit C F David
|
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Equitable Holdings, Inc.
|
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JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
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AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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Jfs Wealth Advisors, Llc
|
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Conway Capital Management, Inc.
|
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Lakeside Advisors, INC.
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Bowie Capital Management, LLC
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Jennison Associates Llc
|
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Optimum Investment Advisors
|
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Nicolet Advisory Services, Llc
|
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Raleigh Capital Management Inc.
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Perbak Capital Partners LLP
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Simplicity Wealth,LLC
|
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Capital Markets Trading UK LLP
|
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Public Employees Retirement Association Of Colorado
|
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AIA Group Ltd
|
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Hillman Capital Management, Inc.
|
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Ironwood Investment Counsel, LLC
|
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MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
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Webster Bank, N. A.
|
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Whelan Financial
|
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Noesis Capital Mangement Corp
|
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HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF
|
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Dorsey & Whitney Trust CO LLC
|
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Etesian Wealth Advisors, Inc.
|
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
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|
Manhattan West Asset Management, LLC
|
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Up Strategic Wealth Investment Advisors Llc
|
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China Universal Asset Management Co., Ltd.
|
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|
Janus Henderson Group Plc
|
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Grace & Mercy Foundation, Inc.
|
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Smith Shellnut Wilson Llc /adv
|
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|
Ameriflex Group, Inc.
|
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|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
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|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
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|
Wellington Management Group Llp
|
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Bridgewater Advisors Inc.
|
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|
Prudent Man Investment Management, Inc.
|
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|
Busey Wealth Management
|
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Valmark Advisers, Inc.
|
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|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
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|
Bridges Investment Management Inc
|
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|
CoreCap Advisors, LLC
|
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|
Union Heritage Capital, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Mullooly Asset Management, Inc.
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
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|
|
|
|
TPG Financial Advisors, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
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|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Generation Capital Management LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Capitol Family Office, Inc.
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Tsai Capital Corp
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Grange Capital, LLC
|
|
|
|
|
|
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Sky-mountain Capital Management, Inc.
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
Actinver Wealth Management, Inc.
|
|
|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
|
|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Riverpark Capital Management Llc
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Governors Lane LP
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Newport Trust Co
|
|
|
|
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Garda Capital Partners Lp
|
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Caption Management, LLC
|
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|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
Windsor Capital Management, LLC
|
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|
Jacobi Capital Management LLC
|
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Octavia Wealth Advisors, LLC
|
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Merit Financial Group, LLC
|
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GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
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Leisure Capital Management
|
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Burgundy Asset Management Ltd.
|
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|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF
|
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|
Ameritas Investment Partners, Inc.
|
|
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|
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|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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|
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|
Y.D. More Investments Ltd
|
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|
Commonwealth Equity Services, Llc
|
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|
Ethic Inc.
|
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Stifel Financial Corp
|
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|
Castle Hook Partners LP
|
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Veridan Wealth LLC
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
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|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
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|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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|
Simplex Trading, Llc
|
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|
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|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
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|
Citigroup Inc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
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|
LexAurum Advisors, LLC
|
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Oliver Lagore Vanvalin Investment Group
|
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Solidarilty Wealth, LLC
|
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Old Second National Bank Of Aurora
|
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|
Rothschild Investment Llc
|
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Caldwell Securities, Inc
|
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Insigneo Advisory Services, Llc
|
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|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
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|
Nuveen Dow 30sm Dynamic Overwrite Fund
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
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|
Allegheny Financial Group LTD
|
|
|
|
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Everence Capital Management Inc
|
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Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
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|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
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|
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Providence Capital Advisors, LLC
|
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Umpqua Bank
|
|
|
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Martin Capital Partners, LLC
|
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|
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|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
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|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
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|
Gateway Investment Advisers Llc
|
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|
Alpine Global Dynamic Dividend Fund
|
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Clal Insurance Enterprises Holdings Ltd
|
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Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
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Graypoint LLC
|
|
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|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
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|
Oak Thistle LLC
|
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|
Gilman Hill Asset Management, LLC
|
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JB Capital LLC
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
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|
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|
Tobam
|
|
|
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
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UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
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|
State Street Corp
|
|
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|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
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|
Trust Co of Kansas
|
|
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|
Fiera Capital Corp
|
|
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|
Barr E S & Co
|
|
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|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
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|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
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|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
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|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Caldwell Trust Co
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
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|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Presilium Private Wealth, Llc
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares
|
|
|
|
|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Westwood Wealth Management
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Audent Global Asset Management, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Stonehaven Wealth & Tax Solutions, Llc
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
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E Fund Management Co., Ltd.
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HB Wealth Management, LLC
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Hancock Whitney Corp
|
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MCF Advisors LLC
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Fort Point Capital Partners LLC
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Crewe Advisors LLC
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Builder Investment Group Inc /adv
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Private Advisor Group, LLC
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Bayesian Capital Management, LP
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Lombard Odier Asset Management (Switzerland) SA
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Wealth Advisors of Iowa, LLC
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Nbt Bank N A /ny
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Quarry LP
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Varenne Capital Partners
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Investor's Fiduciary Advisor Network, LLC
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Aware Super Pty Ltd as trustee of Aware Super
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Coastline Trust Co
|
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LaFleur & Godfrey LLC
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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Covea Finance
|
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Callahan Advisors, LLC
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Prime Capital Investment Advisors, LLC
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TFG Advisers LLC
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Addison Advisors LLC
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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|
IAG Wealth Partners, LLC
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FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
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Intrepid Capital Management Inc
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Vickerman Investment Advisors, Inc.
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Custos Family Office, LLC
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Envestnet Asset Management Inc
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Peak Asset Management, LLC
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LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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GPM Growth Investors, Inc.
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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Somerset Trust Co
|
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New York State Teachers Retirement System
|
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SILVER OAK SECURITIES, Inc
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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Pekin Hardy Strauss, Inc.
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Profunds - Profund Vp Bull
|
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Flossbach Von Storch Ag
|
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Capital International Investors
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
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Brookfield Asset Management Inc.
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Public Sector Pension Investment Board
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ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
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Two Sigma Investments, Lp
|
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SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
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LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
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Verdence Capital Advisors LLC
|
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OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
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Westerkirk Capital Inc.
|
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PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
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Nicholas Company, Inc.
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NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd
|
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SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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Garden State Investment Advisory Services LLC
|
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Pinnacle Associates Ltd
|
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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PFG Advisors
|
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Shepherd Financial Partners LLC
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Promus Capital, LLC
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Channing Capital Management, LLC
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Western Pacific Wealth Management, LP
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
Dakota Wealth Management
|
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|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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|
Legacy Capital Group California, Inc.
|
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Ballentine Partners, LLC
|
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Flagship Harbor Advisors, Llc
|
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Palisade Asset Management, LLC
|
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|
Valley National Advisers Inc
|
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|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
Lowe Brockenbrough & Co Inc
|
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|
Abbot Financial Management, Inc.
|
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|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
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|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
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|
Achmea Investment Management B.V.
|
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|
St. Louis Trust Co
|
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|
Kingswood Wealth Advisors, Llc
|
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|
FT Vest Hedged Equity Income Fund: Series B1
|
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|
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|
Key FInancial Inc
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
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|
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|
Delos Wealth Advisors, LLC
|
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|
Aristides Capital LLC
|
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|
Patron Partners Advisors, Llc
|
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|
|
|
|
Laurel Wealth 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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|
|
Arlington Partners LLC
|
|
|
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|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
Neo Ivy Capital Management
|
|
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|
SevenBridge Financial Group, LLC
|
|
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|
Leavell Investment Management, Inc.
|
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|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Verus Capital Partners, Llc
|
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|
Candriam Luxembourg S.C.A.
|
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|
Bank of Marin
|
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|
Bnc Wealth Management, Llc
|
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|
National Pension Service
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
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|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
DKRT Investments Corp.
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Coco Enterprises, LLC
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
|
|
|
|
|
Soros Capital Management Llc
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Galilei Investment Office LLP
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
M&t Bank Corp
|
|
|
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|
|
International Private Wealth Advisors LLC
|
|
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|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Nuance Investments, Llc
|
|
|
|
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|
Canada Pension Plan Investment Board
|
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|
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AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
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|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
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|
Cranbrook Wealth Management, LLC
|
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|
Allspring Global Investments Holdings, LLC
|
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|
USS Investment Management Ltd
|
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|
Acima Private Wealth, Llc
|
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|
Quilter Plc
|
|
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BCGM Wealth Management, LLC
|
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|
|
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
|
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|
|
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RULRX - World Funds Trust - Rule One Fund
|
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|
Cromwell Holdings LLC
|
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|
Monaco Asset Management SAM
|
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Mattern Capital Management, Llc
|
|
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|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
Q Fund Management (Hong Kong) Ltd
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
William B. Walkup & Associates, 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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|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
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|
|
PAX Financial Group, LLC
|
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Daymark Wealth Partners, Llc
|
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|
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USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares
|
|
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|
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
|
|
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|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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|
LRI Investments, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
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|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
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|
|
Colony Group, LLC
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
NBZ Investment Advisors LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
SPX Equities Gestao de Recursos Ltda
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Pacific Capital Partners Ltd
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
OCEN - IndexIQ ETF Trust - IQ Clean Oceans ETF
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Growth Fund Class I
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Marmo Financial Group, LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
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MBL Wealth, LLC
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First Trust Advisors Lp
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Dunhill Financial, LLC
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Allen Investment Management LLC
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Matisse Capital
|
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Visionary Wealth Advisors
|
|
|
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JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
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|
|
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|
Morton Brown Family Wealth, LLC
|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
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|
SMRI - EA Series Trust - Bushido Capital US Equity ETF
|
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ArrowMark Colorado Holdings LLC
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|
Obermeyer Wood Investment Counsel, Lllp
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Pioneer Trust Bank N A/or
|
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|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
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|
MRP Capital Investments, LLC
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|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
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Choate Investment Advisors
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Bolthouse Investments, LLC
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Amundi
|
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Intellectus Partners, LLC
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Prudential Financial Inc
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Wells Fargo & Company/mn
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Birch Hill Investment Advisors LLC
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Cwm, Llc
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Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
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Wallace Capital Management Inc.
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Toroso Investments, LLC
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
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WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
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Candlestick Capital Management LP
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Credit Agricole S A
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Summit Financial, LLC
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Center for Financial Planning, Inc.
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Journey Strategic Wealth Llc
|
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SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
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|
Man Group plc
|
|
|
|
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Catalytic Wealth RIA, LLC
|
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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|
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Eagle Rock Investment Company, Llc
|
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Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
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Coldstream Capital Management Inc
|
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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Great Valley Advisor Group, Inc.
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Townsquare Capital Llc
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ADAPT Investment Managers SA
|
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QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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|
Soltis Investment Advisors LLC
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Plato Investment Management Ltd
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Legal & General Group Plc
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
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|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
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FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
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|
Pathstone Holdings, LLC
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Boreal Capital Management LLC
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American Capital Advisory, LLC
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Jlb & Associates Inc
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio
|
|
|
|
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|
Vista Wealth Management Group, LLC
|
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|
Retirement Wealth Solutions LLC
|
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|
Americana Partners, LLC
|
|
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|
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|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
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|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
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|
Hopwood Financial Services, Inc.
|
|
|
|
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|
Summit Place Financial Advisors, LLC
|
|
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|
JustInvest LLC
|
|
|
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
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|
|
First Manhattan Co
|
|
|
|
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|
Stablepoint Partners, LLC
|
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|
Everett Harris & Co /ca/
|
|
|
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|
Kozak & Associates, Inc.
|
|
|
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|
Capital International Ltd /ca/
|
|
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|
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|
Evelyn Partners Asset Management Ltd
|
|
|
|
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|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
BFI Infinity Ltd.
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
Guggenheim Active Allocation Fund
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Arcadia Investment Advisors Llc
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Infusive Asset Management Inc.
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Baypointe Partners LLC
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Mcdonald Capital Investors Inc/ca
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
CFC Planning Co LLC
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Honeycomb Asset Management LP
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Profunds - Profund Vp Consumer Services
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Saratoga Research & Investment Management
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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|
Money Concepts Capital Corp
|
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Legacy Trust
|
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VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
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|
Davis R M Inc
|
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|
Umb Bank N A/mo
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
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|
Union Savings Bank
|
|
|
|
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|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
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|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
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|
RMB Capital Management, LLC
|
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SCS Capital Management LLC
|
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1832 Asset Management L.P.
|
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SummitTX Capital, L.P.
|
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MUFG Securities EMEA plc
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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Credential Securities Inc.
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
VeraBank, N.A.
|
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Securian Asset Management, Inc
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
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Forsta Ap-fonden
|
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Amplify ETF Trust - Amplify AI Powered Equity ETF
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
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T. Rowe Price Investment Management, Inc.
|
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Harris Associates L P
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Strs Ohio
|
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Clarius Group, LLC
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CORDA Investment Management, LLC.
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Bailard, Inc.
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Transce3nd, LLC
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Precedent Wealth Partners, Llc
|
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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Chilton Capital Management Llc
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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|
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
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PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
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Retirement Systems of Alabama
|
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|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
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Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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Main Street Financial Solutions, LLC
|
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Murphy & Mullick Capital Management Corp
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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
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Diversified Trust Co
|
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Prescott Group Capital Management, L.l.c.
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Middleton & Co Inc/ma
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Global Wealth Strategies & Associates
|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
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|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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FIL Ltd
|
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DT Investment Partners, LLC
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William Allan, Llc
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Lindbrook Capital, Llc
|
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METV - Listed Funds Trust - Roundhill Ball Metaverse ETF
|
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Aptus Capital Advisors, LLC
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King Luther Capital Management Corp
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Caitong International Asset Management Co., Ltd
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Boltwood Capital Management
|
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Chickasaw Capital Management Llc
|
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WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
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|
Beaird Harris Wealth Management, LLC
|
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|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
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|
Wealthspire Advisors, LLC
|
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|
Absher Wealth Management, Llc
|
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|
Carmignac Gestion
|
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|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
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|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
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|
Bernard Wealth Management Corp.
|
|
|
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|
|
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A
|
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|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
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|
Duncan Williams Asset Management, LLC
|
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|
Silvant Capital Management LLC
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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|
ROSS\JOHNSON & Associates LLC
|
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|
Heritage Investors Management Corp
|
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Atria Investments Llc
|
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|
Steel Peak Wealth Management LLC
|
|
|
|
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|
VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
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|
|
Alliance Wealth Advisors, LLC /UT
|
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|
Kinneret Advisory, LLC
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
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|
Dymon Asia Capital (singapore) Pte. Ltd.
|
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|
Monetary Management Group Inc
|
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|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
GFGEX - Capitol Series Trust - Guardian Fundamental Global Equity Fund Institutional Shares
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Shellback Capital, LP
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Sierra Ocean, Llc
|
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|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
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|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
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|
Berbice Capital Management LLC
|
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|
|
Manchester Global Management (UK) Ltd
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
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|
|
Nordea Investment Management Ab
|
|
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|
Financiere des Professionnels - Fonds d,investissement inc.
|
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|
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|
PFS Partners, LLC
|
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|
Grimes & Company, Inc.
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
Bahl & Gaynor Inc
|
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Connor, Clark & Lunn Investment Management Ltd.
|
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Torno Capital, Llc
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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Mystic Asset Management, Inc.
|
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QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
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|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
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|
Redmont Wealth Advisors Llc
|
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Marshall & Sullivan Inc /wa/
|
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|
VELA Funds - VELA Income Opportunities Fund Class A
|
|
|
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|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
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|
Provident Co of the Employees of the Hebrew University LTD
|
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|
Journey Advisory Group, LLC
|
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|
Royal Bank Of Canada
|
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
Bank of New Hampshire
|
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|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
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|
|
PrairieView Partners, LLC
|
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|
Carl P. Sherr & Co., LLC
|
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|
Aviva Plc
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
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|
|
Belpointe Asset Management LLC
|
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|
|
Ironsides Asset Advisors, LLC
|
|
|
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|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
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|
|
Sciencast Management LP
|
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|
Bedel Financial Consulting, Inc.
|
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|
Elgethun Capital Management
|
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|
KBC Group NV
|
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|
Fiduciary Group LLC
|
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|
|
IMA Wealth, Inc.
|
|
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|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
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|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
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|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
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|
|
|
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
SIH Partners, LLLP
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Lancaster Investment Management
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
North Growth Management Ltd.
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Longview Partners (Guernsey) LTD
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Lazard Global Total Return & Income Fund Inc
|
|
|
|
|
|
Rovida Advisors Inc.
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Pecaut & Co.
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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Rafferty Asset Management, LLC
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Allianz Asset Management GmbH
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Forbes J M & Co Llp
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Mercer Global Advisors Inc /adv
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Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
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IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
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Ci Investments Inc.
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Piscataqua Savings Bank
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
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General Pension Society PZU Joint Stock Co
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Windward Capital Management Co /ca
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Manchester Capital Management LLC
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Grove Bank & Trust
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DAACX - Adviser Managed Trust - Diversified Equity Fund
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Trust Co Of Virginia /va
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Scott Capital Advisors, LLC
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
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Rossmore Private Capital
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D.B. Root & Company, LLC
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
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Riverview Capital Advisers, LLC
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
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CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
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Financial Advisory Service, Inc.
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Parallax Volatility Advisers, L.P.
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
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Tiaa Trust, National Association
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Yoffe Investment Management, LLC
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
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Abound Wealth Management
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Baird Financial Group, Inc.
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
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Markel Corp
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Guardian Variable Products Trust - Guardian Equity Income VIP Fund
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Auxano Advisors, LLC
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Vision Capital Management, Inc.
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B. Metzler seel. Sohn & Co. AG
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
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Optiver Holding B.V.
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CLARET ASSET MANAGEMENT Corp
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
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Ingalls & Snyder Llc
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Byrne Financial Freedom, Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
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QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
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ASB Consultores, LLC
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Rsm Us Wealth Management Llc
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Stratos Wealth Partners, LTD.
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ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
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PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
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Stephens Inc /ar/
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Summit Global Investments
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VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
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Thrivent Financial For Lutherans
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Hsbc Holdings Plc
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Park Place Capital Corp
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Fourth Dimension Wealth, LLC
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
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WT Wealth Management
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Sather Financial Group Inc
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Clifford Capital Partners Llc
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Bayforest Capital Ltd
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ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
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LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
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Tortoise Investment Management, LLC
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Benjamin Edwards Inc
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
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IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
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Maryland State Retirement & Pension System
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
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Sig Brokerage, Lp
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Compass Wealth Management LLC
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Azzad Asset Management Inc /adv
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Aqr Capital Management Llc
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Bnp Paribas Arbitrage, Sa
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Winthrop Capital Management, LLC
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SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
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Foster Victor Wealth Advisors, LLC
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First Financial Bank - Trust Division
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
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NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
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Future Financial Wealth Managment LLC
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
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Fortis Group Advisors, LLC
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
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Norges Bank
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Premier Path Wealth Partners, LLC
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
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STXG - EA Series Trust - Strive 1000 Growth ETF
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Defined Wealth Management, Llc
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Natixis Advisors, L.p.
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
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RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
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FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
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Exchange Traded Concepts, Llc
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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Marshall Wace, Llp
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FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
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VestGen Advisors, LLC
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Farmers & Merchants Trust Co of Chambersburg PA
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CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class
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Culbertson A N & Co Inc
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SFYF - Tidal ETF Trust - SoFi 50 ETF
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Harbor Island Capital LLC
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Godsey & Gibb Associates
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SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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Sovereign Financial Group, Inc.
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
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AlphaCore Capital LLC
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LMR Partners LLP
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North Star Asset Management Inc
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NCP Inc.
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StonePine Asset Management Inc.
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Rockland Trust Co
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StoneX Group Inc.
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
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Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
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Creekmur Asset Management LLC
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GHP Investment Advisors, Inc.
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Mar Vista Investment Partners Llc
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Eads & Heald Wealth Management
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Alpine Total Dynamic Dividend Fund
|
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von Borstel & Associates, Inc.
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Independent Investors Inc
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CMT Capital Markets Trading GmbH
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HCMAX - ALPS Series Trust - Hillman Value Fund
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Pacifica Capital Investments, LLC
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ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
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Seacrest Wealth Management, Llc
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PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
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Range Financial Group LLC
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Snider Financial Group
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Harrell Investment Partners, Llc
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GM Advisory Group, Inc.
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Calamos Advisors LLC
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
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Confluence Wealth Services, Inc.
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Midwest Professional Planners, LTD.
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Paragon Capital Management LLC
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Avalon Global Asset Management LLC
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Squarepoint Ops LLC
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YANKCOM Partnership
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Investors Research Corp
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Wetherby Asset Management Inc
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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TOWER TRUST & INVESTMENT Co
|
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Hollencrest Capital Management
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BKD Wealth Advisors, LLC
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Close Asset Management Ltd
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Evergreen Capital Management Llc
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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NEOS Investment Management LLC
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Aster Capital Management (DIFC) Ltd
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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Klingenstein Fields & Co Lp
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WestEnd Advisors, LLC
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Park Capital Management, LLC / WI
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Arjuna Capital
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Tempus Wealth Planning, LLC
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Bridger Management, Llc
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Venture Visionary Partners LLC
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Ing Groep Nv
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Utah Retirement Systems
|
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Pacific Sage Partners, LLC
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Centiva Capital, LP
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EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
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CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
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Ronald Blue Trust, Inc.
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Wedbush Securities Inc
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
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JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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WESCAP Management Group, Inc.
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True Wealth Design, LLC
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Destination Wealth Management
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Brighton Jones Llc
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BLPIX - Profunds - Bull Profund Investor Class
|
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Cigna Investments Inc /new
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Whitener Capital Management, Inc.
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
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Navalign, LLC
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|
Armstrong Advisory Group, Inc
|
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LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares
|
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Mission Wealth Management, Lp
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HAP Trading, LLC
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
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Amica Retiree Medical Trust
|
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|
WealthTrak Capital Management LLC
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Level Four Advisory Services, Llc
|
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Mane Global Capital Management Lp
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CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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|
Evelyn Partners Investment Management LLP
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
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|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
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|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
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|
Mizuho Securities Usa Llc
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|
Mesirow Financial Investment Management, Inc.
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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|
Court Place Advisors, LLC
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
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|
Parsons Capital Management Inc/ri
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|
Paradigm Asset Management Co Llc
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|
Financial Advocates Investment Management
|
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|
Jacobs & Co/ca
|
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|
Clear Street Markets Llc
|
|
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|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
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|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
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|
Loomis Sayles & Co L P
|
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|
Avanza Fonder AB
|
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|
Naples Global Advisors, Llc
|
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|
Pictet & Cie (Europe) SA
|
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|
Econ Financial Services Corp
|
|
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|
Ramsay, Stattman, Vela & Price, Inc.
|
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|
Capital Analysts, Inc.
|
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
Powers Advisory Group, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
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|
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|
|
Generation Investment Management Llp
|
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|
LifePlan Financial, LLC
|
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|
FNY Investment Advisers, LLC
|
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|
Stuart Chaussee & Associates, Inc.
|
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|
NorthCrest Asset Manangement, LLC
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|
Sentry Investment Management Llc
|
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|
Concord Wealth Partners
|
|
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|
Spdr S&p 500 Etf Trust
|
|
|
|
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|
Independent Solutions Wealth Management, LLC
|
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|
Linscomb & Williams, Inc.
|
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|
Lazard Asset Management Llc
|
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|
Motley Fool Asset Management LLC
|
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|
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|
Shufro Rose & Co Llc
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
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Advyzon Investment Management, LLC
|
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Nbw Capital Llc
|
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|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
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|
Canvas Wealth Advisors, LLC
|
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|
Pegasus Asset Management, Inc.
|
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|
Meeder Asset Management Inc
|
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|
Pacer Advisors, Inc.
|
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Legacy Private Trust Co.
|
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|
Meeder Advisory Services, Inc.
|
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|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
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|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
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|
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|
Dimensional Fund Advisors Lp
|
|
|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
Harbour Investments, Inc.
|
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Standard Life Aberdeen plc
|
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BCS Private Wealth Management, Inc.
|
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Polymer Capital Management (HK) LTD
|
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Douglas Lane & Associates, LLC
|
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Tounjian Advisory Partners, Llc
|
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Atlantic Union Bankshares Corp
|
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Hazlett, Burt & Watson, Inc.
|
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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Brookstone Capital Management
|
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|
Baader Bank INC
|
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WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
|
|
|
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|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
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NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF
|
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|
SOUTH STATE Corp
|
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Bay Harbor Wealth Management, LLC
|
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|
Kimelman & Baird, LLC
|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
Coronation Fund Managers Ltd.
|
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|
Milestone Asset Management, Llc
|
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D. Scott Neal, Inc.
|
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Alyeska Investment Group, L.P.
|
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Gladstone Institutional Advisory LLC
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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|
Dagco, Inc.
|
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LGT Fund Management Co Ltd.
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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|
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|
Ossiam
|
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|
Teachers Insurance & Annuity Association Of America
|
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Evermay Wealth Management Llc
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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|
Regatta Capital Group, Llc
|
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|
Susquehanna Advisors Group, Inc.
|
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LPL Financial LLC
|
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Focus Financial Network, Inc.
|
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Brevan Howard Capital Management LP
|
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SCMGX - Advisors' Inner Circle Fund - Sands Capital Global Growth Fund Institutional Class Shares
|
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|
Prospera Financial Services Inc
|
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|
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
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|
Bartlett & Co. Wealth Management Llc
|
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Blackhawk Capital Partners LLC.
|
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|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
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|
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|
|
Herold Advisors, Inc.
|
|
|
|
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|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
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|
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|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
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|
Alhambra Investment Partners LLC
|
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|
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|
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ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
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|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Geode Capital Management, Llc
|
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WT Asset Management Ltd
|
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|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
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|
|
Camden Capital, LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Locust Wood Capital Advisers, Llc
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Troy Asset Management Ltd
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
LRT Capital Management, LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Clarity Wealth Development LLC
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
IBUY - Amplify ETF Trust - Amplify Online Retail ETF
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
HS Management Partners, LLC
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
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|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Laraway Financial Inc
|
|
|
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|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
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O'shaughnessy Asset Management, Llc
|
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|
Toronto Dominion Bank
|
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|
Mitchell & Pahl Private Wealth, Llc
|
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Founders Capital Management
|
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|
Abn Amro Investment Solutions
|
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|
626 Financial, LLC
|
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|
Cohen & Steers, Inc.
|
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|
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|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
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|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
Proathlete Wealth Management Llc
|
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|
DecisionPoint Financial, LLC
|
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Tcw Group Inc
|
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PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
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CBOE Vest Financial, LLC
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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Silverleafe Capital Partners, LLC
|
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|
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RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
Winch Advisory Services, LLC
|
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Gf Fund Management Co. Ltd.
|
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Knollwood Investment Advisory, LLC
|
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Commerzbank Aktiengesellschaft /fi
|
|
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|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
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|
Baxter Bros Inc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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Berkley W R Corp
|
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
Stonegate Investment Group, LLC
|
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UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
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|
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
|
|
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
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|
Maven Securities LTD
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
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Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
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|
|
Hrt Financial Lp
|
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|
Oppenheimer Asset Management Inc.
|
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Pittenger & Anderson Inc
|
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Bank Of Montreal /can/
|
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Northeast Investment Management
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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|
Daiwa Securities Group Inc.
|
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Huntington National Bank
|
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|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
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|
Verity & Verity, LLC
|
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NS Partners Ltd
|
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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|
Empirical Finance, LLC
|
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Bennett Selby Investments Lp
|
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Granite Investment Partners, LLC
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
Dover Advisors, Llc
|
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Tru Independence Asset Management 2, Llc
|
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Bell & Brown Wealth Advisors, Llc
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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|
Asset Management One Co., Ltd.
|
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|
Centennial Bank/AR/
|
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Atria Wealth Solutions, Inc.
|
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Northwest Capital Management Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
RAM Investment Partners, LLC
|
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|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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|
Commerce Bank
|
|
|
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|
DoubleLine ETF Adviser LP
|
|
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|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
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|
|
Park National Corp /oh/
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Profit Investment Management, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Gladstone Capital Management LLP
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Kennon-Green & Company, LLC
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Shariaportfolio, Inc.
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
EWG Elevate Inc.
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Mayar Capital Ltd.
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Galibier Capital Management Ltd.
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
|
|
|
|
|
MILN - Global X Funds - Global X Millennials Thematic ETF
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Fundsmith LLP
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class
|
|
|
|
|
|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
|
|
|
|
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Saybrook Capital /nc
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
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Wsfs Capital Management, Llc
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Amica Mutual Insurance Co
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BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
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IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
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1 North Wealth Services Llc
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DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
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Circle Wealth Management, LLC
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VCBCX - VALIC Co I - Blue Chip Growth Fund
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Ritter Daniher Financial Advisory LLC / DE
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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Tufton Capital Management
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
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MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
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RK Asset Management, LLC
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
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VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
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Enclave Advisors LLC
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Glenmede Trust Co Na
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
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Ovata Capital Management Ltd
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AMG National Trust Bank
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Sigma Planning Corp
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CWA Asset Management Group, LLC
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
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Barclays Plc
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
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Atomi Financial Group, Inc.
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Voloridge Investment Management, Llc
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Ashton Thomas Securities, Llc
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LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
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Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
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Kmg Fiduciary Partners, Llc
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Mount Yale Investment Advisors, LLC
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Advisor Group Holdings, Inc.
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
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Arizona State Retirement System
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Moody Lynn & Lieberson, Llc
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Aegis Wealth Management LLC
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IPG Investment Advisors LLC
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
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McGinn Investment Management, Inc.
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Inkwell Capital Llc
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
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Pensionmark Financial Group, Llc
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
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Hartford Financial Management Inc.
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
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FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
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Birch Capital Management, LLC
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Strategy Asset Managers Llc
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
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CoreFirst Bank & Trust
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