|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
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|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
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|
Hartford Investment Management Co
|
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|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
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|
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|
|
Buckingham Strategic Partners
|
|
|
|
|
|
XXEC, Inc.
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|
Gilbert & Cook, Inc.
|
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|
Altman Advisors, Inc.
|
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|
Sivia Capital Partners, LLC
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|
BlackRock Capital Allocation Trust
|
|
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|
Klein Pavlis & Peasley Financial, Inc.
|
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|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
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|
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|
Luken Investment Analytics, LLC
|
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|
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|
Mill Creek Capital Advisors, LLC
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|
Brave Warrior Advisors, LLC
|
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|
Golden State Wealth Management, LLC
|
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|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Magnus Financial Group LLC
|
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Cim, Llc
|
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|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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|
|
|
|
ZIFRX - AMERICAN BEACON FUNDS - American Beacon Ninety One International Franchise Fund R6 Class
|
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|
Investidor Profissional Gestao de Recursos Ltda.
|
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Ninety One UK Ltd
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
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|
Titan Global Capital Management Usa Llc
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Chilton Investment Co Llc
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
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|
First Western Trust Bank
|
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Park Square Financial Group, LLC
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Kohmann Bosshard Financial Services, LLC
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Centiva Capital, LP
|
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Winthrop Advisory Group LLC
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
Guinness Atkinson Asset Management Inc
|
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|
Castle Rock Wealth Management, LLC
|
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|
Founders Capital Management, Llc
|
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|
FSA Wealth Management LLC
|
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MGO Private Wealth, LLC
|
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|
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
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|
|
Spire Wealth Management
|
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|
Power Wealth Management Llc
|
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AustralianSuper Pty Ltd
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Schulz Wealth, LTD.
|
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|
|
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|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
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|
Avenue 1 Advisors, LLC
|
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|
Sunbelt Securities, Inc.
|
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Roberts Capital Advisors, LLC
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
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|
|
Capital Counsel Llc/ny
|
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|
Prosperitas Financial LLC
|
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|
New Wave Wealth Advisors Llc
|
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|
Charles-Lim Capital Ltd
|
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|
MOKAN Wealth Management Inc.
|
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|
Mark Sheptoff Financial Planning, Llc
|
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|
|
|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
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|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
James Hambro & Partners
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Main Management ETF Advisors, LLC
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Raub Brock Capital Management LP
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Qvr Llc
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
One Degree Advisors Inc
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Scalar Gauge Management, Llc
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Deane Retirement Strategies, Inc.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Fairbanks Capital Management, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Cahill Wealth Management, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
DLD Asset Management, LP
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
|
|
|
|
|
Scholtz & Company, Llc
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Martin Investment Management, LLC
|
|
|
|
|
|
SeaTown Holdings Pte. Ltd.
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Ivy Growth Fund
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
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|
Pacer Advisors, Inc.
|
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|
KBC Group NV
|
|
|
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|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
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|
Cornerstone Wealth Group, LLC
|
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|
Cfm Wealth Partners Llc
|
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|
|
Academy Capital Management Inc/tx
|
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|
Blackstone Group Inc
|
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|
|
Crowley Wealth Management, Inc.
|
|
|
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|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
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|
Carolina Wealth Advisors, LLC
|
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|
GPM Growth Investors, Inc.
|
|
|
|
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|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
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|
Dana Investment Advisors, Inc.
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
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|
Oakworth Capital, Inc.
|
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|
San Luis Wealth Advisors LLC
|
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Everence Capital Management Inc
|
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Clg Llc
|
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Private Advisor Group, LLC
|
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Signaturefd, Llc
|
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Evolution Advisers, Inc.
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Banco BTG Pactual S.A.
|
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Prospect Financial Services LLC
|
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|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
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|
|
Manchester Capital Management LLC
|
|
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|
FT Vest Rising Dividend Achievers Total Return Fund
|
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|
Advisors Capital Management, LLC
|
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|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
Alapocas Investment Partners, Inc.
|
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|
Stewardship Advisors, LLC
|
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|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
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|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
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|
Galvin, Gaustad & Stein, LLC
|
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|
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MYIFX - MONETTA TRUST - Monetta Core Growth Fund
|
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|
Alexander Labrunerie & Co., Inc.
|
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|
EFG Asset Management (Americas) Corp.
|
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|
Ameritas Advisory Services, LLC
|
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|
Facet Wealth, Inc.
|
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Synergy Financial Management, LLC
|
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LMBO - Direxion Shares ETF Trust - Direxion Daily Crypto Industry Bull 2X Shares
|
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|
JTC Employer Solutions Trusteee Ltd
|
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|
Beaumont Financial Advisors, LLC
|
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AlphaStar Capital Management, LLC
|
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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|
Intermede Investment Partners Ltd
|
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Groupe la Francaise
|
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
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|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
First National Bank Sioux Falls
|
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|
Marcum Wealth, LLC
|
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DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
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|
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A
|
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|
|
West Oak Capital, LLC
|
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|
|
TD Capital Management LLC
|
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|
Compass Wealth Management LLC
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
Vista Cima Wealth Management LLC
|
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|
PSI Advisors, LLC
|
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|
Capital Advisors, Ltd. LLC
|
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|
Harvest Fund Management Co., Ltd
|
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Roxbury Financial LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
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|
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class
|
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|
Trillium Asset Management, Llc
|
|
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|
|
M&t Bank Corp
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
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|
|
Quantitative Investment Management, LLC
|
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|
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|
|
Financial Network Wealth Advisors LLC
|
|
|
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|
|
Promethos Capital, LLC
|
|
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|
|
Nexus Investment Management ULC
|
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|
|
Hoey Investments, Inc
|
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|
|
Transcend Wealth Collective, Llc
|
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|
|
|
|
SevenBridge Financial Group, LLC
|
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|
|
|
Chicago Wealth Management, Inc.
|
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|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
FCGPX - MAINSTAY FUNDS TRUST - MainStay PineStone Global Equity Fund Class P
|
|
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|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Soroban Capital Partners LP
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Bluegrass Capital Partners LP
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
DECO - SSGA Active Trust - SPDR Galaxy Digital Asset Ecosystem ETF
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - International Equity Fund
|
|
|
|
|
|
MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund
|
|
|
|
|
|
Triodos Investment Management BV
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Able Wealth Management LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Egerton Capital (UK) LLP
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Dixon Mitchell Investment Counsel Inc.
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
Pembroke Management, LTD
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Junto Capital Management LP
|
|
|
|
|
|
Kemnay Advisory Services Inc.
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Cypress Funds Llc
|
|
|
|
|
|
Martin Currie Ltd
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
St. Nicholas Private Asset Management, Inc
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
GCQ FUNDS MANAGEMENT PTY Ltd
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
FundVantage Trust - Polen Growth & Income Fund Institutional Class
|
|
|
|
|
|
LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
Actinver Wealth Management, Inc.
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Security National Bank
|
|
|
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Gladius Capital Management LP
|
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Roof Eidam & Maycock/adv
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|
SBI Securities Co., Ltd.
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Silphium Asset Management Ltd
|
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IAG Wealth Partners, LLC
|
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Circle Wealth Management, LLC
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Bbr Partners, Llc
|
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CarsonAllaria Wealth Management, Ltd.
|
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|
Eastern Bank
|
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|
Greenfield Savings Bank
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
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|
Schnieders Capital Management Llc
|
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|
Hollencrest Capital Management
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
|
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|
Blue Zone Wealth Advisors, LLC
|
|
|
|
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|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
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|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
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|
Thames Capital Management Llc
|
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|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
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|
Motley Fool Wealth Management, LLC
|
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|
|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
LVW Advisors, LLC
|
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|
North Ridge Wealth Advisors, Inc.
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|
PFG Investments, LLC
|
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Flaharty Asset Management, LLC
|
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Aristides Capital LLC
|
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Kendall Capital Management
|
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North Star Asset Management Inc
|
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Bridger Management, Llc
|
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EGGQ - Tidal Trust III - NestYield Visionary ETF
|
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|
Bridgefront Capital, LLC
|
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|
Treasurer of the State of North Carolina
|
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|
ISAM Funds (UK) Ltd
|
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|
Bay Harbor Wealth Management, LLC
|
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|
Advance Capital Management, Inc.
|
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|
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|
High Net Worth Advisory Group LLC
|
|
|
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|
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
|
|
|
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|
Jacobsen Capital Management
|
|
|
|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
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|
HB Wealth Management, LLC
|
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|
|
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|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
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|
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FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
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|
|
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|
Regimen Wealth, Llc
|
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|
Evercore Wealth Management, LLC
|
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|
Marathon Asset Mgmt Ltd
|
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Mirabaud & Cie SA
|
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Martingale Asset Management L P
|
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DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
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|
Cornerstone Wealth Management, LLC
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
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|
Allen Capital Group, LLC
|
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|
Smith, Moore & Co.
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
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|
Community Bank, N.A.
|
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|
|
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Fire Capital Management LLC
|
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VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
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|
Golden Road Advisors Llc
|
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|
JNBA Financial Advisors
|
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4wealth Advisors, Inc.
|
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IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
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|
Golden State Equity Partners
|
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|
Full Sail Capital, LLC
|
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Aegon Asset Management Uk Plc
|
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Jlb & Associates Inc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
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|
Aqr Capital Management Llc
|
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|
Fairway Wealth LLC
|
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|
ROI Financial Advisors, LLC
|
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|
Connable Office Inc
|
|
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|
Bellwether Advisors, LLC
|
|
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|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
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|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Verition Fund Management LLC
|
|
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|
CBOE Vest Financial, LLC
|
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|
Akre Capital Management Llc
|
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|
Catalyst Financial Partners Llc
|
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|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
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|
Natixis
|
|
|
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|
Paradigm Asset Management Co Llc
|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Brueske Advisory Services, LLC
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
TOPT - iSHARES TRUST - iShares Top 20 U.S. Stocks ETF
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Rivulet Capital, Llc
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
KP Management LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Munro Partners
|
|
|
|
|
|
Harvey Capital Management Inc
|
|
|
|
|
|
TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Firetrail Investments Pty Ltd
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Runnymede Capital Advisors, Inc.
|
|
|
|
|
|
Veritas Asset Management LLP
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Ninety One North America, Inc.
|
|
|
|
|
|
JXX - Janus Detroit Street Trust - Janus Henderson Transformational Growth ETF
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
ROGSX - Oak Associates Funds - Red Oak Technology Select Fund
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
Beaumont Asset Management, L.L.C.
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
TANDX - PFS FUNDS - Castle Tandem Fund Institutional
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Elite Wealth Management, Inc.
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
Saybrook Capital /nc
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Geo Capital Gestora de Recursos Ltd
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Atreides Management, LP
|
|
|
|
|
|
Santa Monica Partners Lp
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Dundas Partners LLP
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
|
|
|
|
|
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Midland Wealth Advisors Llc
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
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Primecap Management Co/ca/
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
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TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
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Pennington Partners & Co., Llc
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Florida Financial Advisors, Llc
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RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
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Liberty All Star Equity Fund
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Richard Bernstein Advisors LLC
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Nwam Llc
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DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
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Ostrum Asset Management
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
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EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
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SlateStone Wealth, LLC
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Good Life Advisors, LLC
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Gould Asset Management Llc /ca/
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TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
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LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
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Naviter Wealth, LLC
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
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Gold Investment Management Ltd.
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Bear Mountain Capital, Inc.
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Prospect Financial Group LLC
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SOUTH STATE Corp
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Koshinski Asset Management, Inc.
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DMKC Advisory Services, LLC
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United Bank
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
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Bordeaux Wealth Advisors LLC
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Oberweis Asset Management Inc/
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Buckhead Capital Management Llc
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Jasper Ridge Partners, L.P.
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BKD Wealth Advisors, LLC
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Franklin Resources Inc
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Venture Visionary Partners LLC
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We Are One Seven, LLC
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Nomura Holdings Inc
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PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
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Leelyn Smith, LLC
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Dash Acquisitions Inc.
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Moran Wealth Management, LLC
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GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
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McGlone Suttner Wealth Management, Inc.
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
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Howe & Rusling Inc
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Tolleson Wealth Management, Inc.
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Kelman-Lazarov, Inc.
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Dynamic Advisor Solutions LLC
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PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
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Citizens National Bank Trust Department
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
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Chapin Davis, Inc.
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Kentucky Retirement Systems
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BKCG - BNY Mellon ETF Trust II - BNY Mellon Concentrated Growth ETF
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Bank Of America Corp /de/
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Archon Partners LLC
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Fortitude Advisory Group L.L.C.
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Analyst IMS Investment Management Services Ltd.
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Wolverine Asset Management Llc
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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IAFMX - RBB FUND, INC. - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares
|
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Money Concepts Capital Corp
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Bamco Inc /ny/
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Principal Financial Group Inc
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Burney Co/
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Allianzgi Diversified Income & Convertible Fund
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Epoch Investment Partners, Inc.
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Unigestion Holding SA
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Woodmont Investment Counsel Llc
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Family Management Corp
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Zwj Investment Counsel Inc
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
|
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Holderness Investments Co
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Horizon Kinetics Asset Management Llc
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STRV - EA Series Trust - Strive 500 ETF
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BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
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Aviso Wealth Management
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
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Wedbush Securities Inc
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Safeguard Investment Advisory Group, LLC
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Phoenix Holdings Ltd.
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
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Shepherd Financial Partners LLC
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Roberts Glore & Co Inc /il/
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Sierra Capital LLC
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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Vontobel Holding Ltd.
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
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|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
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Prescott Group Capital Management, L.l.c.
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KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio
|
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Capital Markets Trading UK LLP
|
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Strategic Family Wealth Counselors, L.L.C.
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Nissay Asset Management Corp /japan/ /adv
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Forum Financial Management, LP
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First Community Trust Na
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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Enhancing Capital LLC
|
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|
SS&H Financial Advisors, Inc.
|
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|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
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|
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
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|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
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|
WP Advisors, LLC
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
Beaton Management Co. Inc.
|
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|
BlackRock, Inc.
|
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|
RB Capital Management, LLC
|
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|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
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|
Credit Industriel Et Commercial
|
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|
Diversified Portfolios, Inc.
|
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Winton Capital Group Ltd
|
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|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
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|
|
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF
|
|
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|
|
Accurate Wealth Management, LLC
|
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|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
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|
|
Simplex Trading, Llc
|
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|
Laurel Wealth Advisors LLC
|
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|
Operose Advisors LLC
|
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|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
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|
GeoWealth Management, LLC
|
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|
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|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
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|
|
Soundwatch Capital LLC
|
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|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class
|
|
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|
|
|
Gitterman Wealth Management, LLC
|
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|
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|
|
Principal Securities, Inc.
|
|
|
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|
|
Dogwood Wealth Management LLC
|
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|
|
Findlay Park Partners LLP
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
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|
|
|
|
Patten & Patten Inc/tn
|
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|
|
M1 Capital Management LLC
|
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|
AdvisorNet Financial, Inc
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Helium Advisors LLC
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
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|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
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|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Weaver Consulting Group
|
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|
|
|
|
Brio Consultants, LLC
|
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|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
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|
|
|
|
Moloney Securities Asset Management, LLC
|
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|
|
Manufacturers Life Insurance Company, The
|
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|
AIA Group Ltd
|
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|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Crews Bank & Trust
|
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|
Perkins Coie Trust Co
|
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|
Arbor Capital Management Inc /adv
|
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|
Summit Trail Advisors, Llc
|
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|
|
Momentous Wealth Management, Inc.
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Nutshell Asset Management Ltd
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
TGFRX - TANAKA FUNDS INC - TANAKA Growth Fund Class R
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
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|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
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|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Silvant Capital Management LLC
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|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Schwerin Boyle Capital Management Inc
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
RAM Investment Partners, LLC
|
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|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
jvl associates llc
|
|
|
|
|
|
Orser Capital Management, Llc
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
Ovata Capital Management Ltd
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
Guardian Partners Inc.
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Peak6 Llc
|
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Argyle Capital Partners, LLC
|
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BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares
|
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|
Westpac Banking Corp
|
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William Blair Investment Management, Llc
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King Wealth
|
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Keel Point, LLC
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DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
Susquehanna Portfolio Strategies, LLC
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
|
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FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
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Fortis Advisors, LLC
|
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FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
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National Pension Service
|
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Elgethun Capital Management
|
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Royal London Asset Management Ltd
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IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class
|
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SRN Advisors, LLC
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CBIZ Investment Advisory Services, LLC
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Cornerstone Advisors, LLC
|
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Black Diamond Financial, LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
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|
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|
Creative Financial Designs Inc /adv
|
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|
apricus wealth, LLC
|
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TRB Advisors LP
|
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SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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Tobam
|
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Verus Capital Partners, Llc
|
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Clarity Wealth Development LLC
|
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SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
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|
Kovitz Investment Group Partners, LLC
|
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Enterprise Financial Services Corp
|
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Boomfish Wealth Group, LLC
|
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
Maia Wealth LLC
|
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Solidarilty Wealth, LLC
|
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Rappaport Reiches Capital Management, LLC
|
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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MGB Wealth Management, LLC
|
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Wedge Capital Management L L P/nc
|
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Jacobi Capital Management LLC
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Suncoast Equity Management
|
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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|
Capital Investment Advisors, LLC
|
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|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
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|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
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|
Pandora Wealth, Inc.
|
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QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
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|
New Hampshire Trust
|
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Fairtree Asset Management (Pty) Ltd
|
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Enterprise Bank & Trust Co
|
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Alphinity Investment Management Pty Ltd
|
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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|
Hobart Private Capital, LLC
|
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|
Financial Advisory Service, Inc.
|
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IronOak Wealth LLC.
|
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|
Puzo Michael J
|
|
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M. Kraus & Co
|
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
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|
|
SeaBridge Investment Advisors LLC
|
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|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
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|
ETF Opportunities Trust - REX Crypto Equity Premium Income ETF
|
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|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
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|
|
Barbara Oil Co.
|
|
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|
Nomura Asset Management Co Ltd
|
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|
TD Waterhouse Canada Inc.
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
|
|
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|
Trust Co Of Vermont
|
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|
B&l Asset Management Llc
|
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|
N.E.W. Advisory Services LLC
|
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|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
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|
Nearwater Capital Markets, Ltd
|
|
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|
Varma Mutual Pension Insurance Co
|
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
Principal Street Partners, LLC
|
|
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|
Fulton Bank, N.a.
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
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|
|
Fiera Capital Corp
|
|
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|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
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|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
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|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - MFS Research International Portfolio Class A
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
|
|
|
|
|
BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A
|
|
|
|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
CMH Wealth Management LLC
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
ESG Planning
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
BFONX - Northern Lights Fund Trust - The Biondo Focus Fund Investor Class
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Palo Ds Manager Llc
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
TB Capital Gestao de Recursos Ltda.
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Ownership Capital B.V.
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Audent Global Asset Management, LLC
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
|
|
|
|
|
|
Swan Global Investments, LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
BWTG - ETF Opportunities Trust - Brendan Wood TopGun ETF
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
4J Wealth Management LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Clear Point Advisors Inc.
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
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Orgel Wealth Management, LLC
|
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Opal Wealth Advisors, LLC
|
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|
|
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|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
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|
|
Moss Adams Wealth Advisors LLC
|
|
|
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|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
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|
Orion Capital Management LLC
|
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|
Sig Brokerage, Lp
|
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Kinneret Advisory, LLC
|
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Fidelis Capital Partners, LLC
|
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|
Landing Point Financial Group, LLC
|
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|
|
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|
ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class
|
|
|
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|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
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|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
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|
Braun Stacey Associates Inc
|
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BIP Alliance, LLC
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MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
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|
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FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio
|
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|
1st Source Bank
|
|
|
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
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|
|
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|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
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|
Clear Harbor Asset Management, LLC
|
|
|
|
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|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Brave Asset Management Inc
|
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|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
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|
Kerusso Capital Management LLC
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
DDFG, Inc
|
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|
Charles Schwab Investment Management Inc
|
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Scotia Capital Inc.
|
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VanderPol Investments L.L.C.
|
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Evelyn Partners Investment Management Services Ltd
|
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PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
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Brown Brothers Harriman & Co
|
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Montrusco Bolton Investments Inc.
|
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Liontrust Investment Partners LLP
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HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class
|
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|
Nuveen Multi-Asset Income Fund
|
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|
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|
Apriem Advisors
|
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|
Cohen Klingenstein LLC
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
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|
Coalescence Partners Investment Management, LP
|
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TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
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America First Investment Advisors, LLC
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
Atala Financial Inc
|
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|
Lake Street Financial Llc
|
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Nicholas Company, Inc.
|
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FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
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|
Lountzis Asset Management, Llc
|
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TFR Capital, LLC.
|
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HECO - SSGA Active Trust - SPDR Galaxy Hedged Digital Asset Ecosystem ETF
|
|
|
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|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
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|
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|
Up Strategic Wealth Investment Advisors Llc
|
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|
McElhenny Sheffield Capital Management, LLC
|
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|
Sargent Investment Group, LLC
|
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Cyrus J. Lawrence, LLC
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
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|
Bitwise Funds Trust - Bitwise Web3 ETF
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
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|
Forte Capital Llc /adv
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
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|
Patton Fund Management, Inc.
|
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|
PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class
|
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|
Jpmorgan Chase & Co
|
|
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|
Oxford Financial Group Ltd
|
|
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|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
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|
|
|
Ullmann Financial Group, Inc.
|
|
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|
Merrion Investment Management Co, LLC
|
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|
111 Capital
|
|
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|
WFA of San Diego, LLC
|
|
|
|
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|
Everett Harris & Co /ca/
|
|
|
|
|
|
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
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|
Hamilton Point Investment Advisors, LLC
|
|
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|
Waycross Partners, Llc
|
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|
|
Compass Capital Management, Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Conestoga Capital Advisors, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
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|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
Fundsmith LLP
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
First Financial Group Corp
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
HFG Advisors, Inc.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
POLRX - FundVantage Trust - Polen Growth Fund Investor Class
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Instrumental Wealth, Llc
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Nepsis, Inc.
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Vancity Investment Management Ltd
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
|
|
|
|
|
|
Riverpark Capital Management Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Daner Wealth Management, LLC
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Industrial Alliance Investment Management Inc.
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Heathbridge Capital Management Ltd.
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Saiph Capital, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
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Challenger Wealth Management
|
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Alkeon Capital Management Llc
|
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Achmea Investment Management B.V.
|
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|
Montag A & Associates Inc
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Cookson Peirce & Co Inc
|
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ABLE Financial Group, LLC
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
Keeler & Nadler Financial Planning & Wealth Management
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
Goldman Sachs Group Inc
|
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|
Nuveen, LLC
|
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Pegasus Asset Management, Inc.
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POM Investment Strategies, LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
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|
Boston Research & Management Inc
|
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|
|
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|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
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Willow Creek Wealth Management Inc.
|
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USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
|
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Mattern Wealth Management LLC
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Midwest Professional Planners, LTD.
|
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Consolidated Capital Management, Llc
|
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TXUG - Thornburg ETF Trust - Thornburg International Growth ETF
|
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Brown Miller Wealth Management, LLC
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Inlet Private Wealth, LLC
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Syntegra Private Wealth Group, LLC
|
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American National Bank
|
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|
Invenio Wealth Partners Llc
|
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|
Intelligence Driven Advisers, LLC
|
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|
Cassia Capital Partners, LLC
|
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Signature Resources Capital Management, LLC
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CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
|
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|
Artemis Wealth Advisors, LLC
|
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|
|
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|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
AJ Advisors, LLC
|
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|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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|
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FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
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Grandview Asset Management LLC
|
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
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|
Bank of New Hampshire
|
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
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Portland Global Advisors LLC
|
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
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FineMark National Bank & Trust
|
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Kanawha Capital Management Llc
|
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Greenleaf Trust
|
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Twin City Private Wealth, Llc
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
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|
GoalVest Advisory LLC
|
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|
MGGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Opportunity Portfolio Class I
|
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|
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|
James Investment Research Inc
|
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|
Generation Capital Management LLC
|
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|
HFM Investment Advisors, LLC
|
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Advanced Portfolio Management, LLC
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Jag Capital Management, Llc
|
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Bls Capital Fondsmaeglerselskab A/s
|
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Ulland Investment Advisors, LLC
|
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UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
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|
GWM Advisors LLC
|
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|
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
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|
|
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|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
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FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
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|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Secured Retirement Advisors, Llc
|
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|
Liberty Capital Management, Inc.
|
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FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
|
|
|
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|
Berbice Capital Management LLC
|
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|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
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|
Oxford Asset Management Llp
|
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FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
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|
Northwestern Mutual Investment Management Company, Llc
|
|
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|
Hansen & Associates Financial Group, Inc.
|
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|
Chesapeake Wealth Management
|
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|
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|
Synergy Financial Group, LTD
|
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|
Canandaigua National Bank & Trust Co
|
|
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|
Bailard, Inc.
|
|
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
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|
Bellevue Asset Management, Llc
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
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|
Brucke Financial, Inc.
|
|
|
|
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|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Maytus Capital Management, LLC
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Yoder Wealth Management, Inc.
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Madison Park Capital Advisors, LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Pacific Capital Wealth Advisors, Inc
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
BRTNX - PFS FUNDS - Bretton Fund
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Portfolio Strategies, Inc.
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Walter Public Investments Inc.
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Bretton Capital Management, LLC
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Ayrshire Capital Management LLC
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Atalan Capital Partners, LP
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Us Financial Advisors, Llc
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Tanaka Capital Management Inc
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
TOGA - Managed Portfolio Series - Tremblant Global ETF
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock International V.I. Fund Class I
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II
|
|
|
|
|
|
Portland Investment Counsel Inc.
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund
|
|
|
|
|
|
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Sycomore Asset Management
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
Grafton Street Partners Fund, LP
|
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|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Gavilan Investment Partners LLC
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Financial Advisory Partners, Llc
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Hill Island Financial Llc
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Sagace Wealth Management LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
GGEFX - VALUED ADVISERS TRUST - Summitry Equity Fund
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Dale Q Rice Investment Management Ltd
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Baypointe Partners LLC
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Peterson Wealth Management
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
In-Depth Partners, LLC
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
GuoLine Advisory Pte Ltd
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Von Berge Wealth Management Group, LLC
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Provident Co of the Employees of the Hebrew University LTD
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Discipline Wealth Solutions, LLC
|
|
|
|
|
|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Denver Wealth Management, Inc.
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Newport Capital Group, LLC
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
PBFDX - FORUM FUNDS - Payson Total Return Fund
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
BlackRock ETF Trust - iShares Technology Opportunities Active ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Gardner Russo & Quinn Llc
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Baskin Financial Services Inc.
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Heritage Oak Wealth Advisors Llc
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
|
|
|
|
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Jackson Hill Advisors, Llc
|
|
|
|
|
|
CCGSX - BAIRD FUNDS INC - Chautauqua Global Growth Fund Investor Class
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
Crystal Rock Capital Management
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
|
|
Klingenstein Fields & Co Lp
|
|
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|
Ocean Capital Management, LLC
|
|
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|
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
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|
|
|
|
Lester Murray Antman dba SimplyRich
|
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|
Ag2r La Mondiale Gestion D'actifs
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
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|
Tcw Group Inc
|
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|
Select Asset Management & Trust
|
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ICONIQ Capital, LLC
|
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West Branch Capital LLC
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|
Whelan Financial
|
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|
Private Wealth Asset Management, LLC
|
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|
CWS Financial Advisors, LLC
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|
Cetera Investment Advisers
|
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|
BLB&B Advisors, LLC
|
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Capital A Wealth Management, LLC
|
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|
Borer Denton & Associates, Inc.
|
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Ieq Capital, Llc
|
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Los Angeles Capital Management Llc
|
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Jupiter Asset Management Ltd
|
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
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|
Syon Capital Llc
|
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|
S.A. Mason LLC
|
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|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
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|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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|
Campbell Newman Asset Management Inc
|
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|
Argent Trust Co
|
|
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|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
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|
Boothbay Fund Management, Llc
|
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|
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|
Spectrum Wealth Counsel, LLC
|
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|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
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|
Kathleen S. Wright Associates Inc.
|
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Fortress Private Ledger, Llc
|
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CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
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|
Sand Hill Global Advisors, LLC
|
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|
Main Street Research LLC
|
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Builder Investment Group Inc /adv
|
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Aptus Capital Advisors, LLC
|
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MJT & Associates Financial Advisory Group, Inc.
|
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|
Point72 Hong Kong Ltd
|
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BluePointe Capital Management, LLC
|
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Tuttle Tactical Management LLC
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D.a. Davidson & Co.
|
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Graney & King, LLC
|
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Asset Management One Co., Ltd.
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Balboa Wealth Partners
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
Bokf, Na
|
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Bornite Capital Management LP
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SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
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|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
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Consilio Wealth Advisors, Llc
|
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Impact Investors, Inc
|
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Cantor Fitzgerald Investment Adviser L.p.
|
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Wolff Wiese Magana Llc
|
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MBL Wealth, LLC
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
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|
BlueSpruce Investments, LP
|
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NEOS Investment Management LLC
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Field & Main Bank
|
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AA Financial Advisors, LLC
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Meridian Wealth Partners, LLC
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PineBridge Investments, L.P.
|
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West Bancorporation Inc
|
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Nebula Research & Development LLC
|
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BITQ - EXCHANGE TRADED CONCEPTS TRUST - Bitwise Crypto Industry Innovators ETF
|
|
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|
Lazard Asset Management Llc
|
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UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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Caliber Wealth Management, LLC / KS
|
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Cryder Capital Partners LLP
|
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|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
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|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
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|
|
IMPACTfolio, LLC
|
|
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|
Prana Capital Management, LP
|
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ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
|
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|
Covey Capital Advisors, LLC
|
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|
Scott & Selber, Inc.
|
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|
Perritt Capital Management Inc
|
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|
Clune & Associates, Ltd.
|
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FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
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|
Bnc Wealth Management, Llc
|
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|
Norden Group Llc
|
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|
Peapack Gladstone Financial Corp
|
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|
MONTX - MONETTA TRUST - Monetta Fund
|
|
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|
Guardian Wealth Management, Inc.
|
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|
Pensionfund Sabic
|
|
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|
Clarendon Private LLC
|
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|
Access Investment Management LLC
|
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|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Prism Advisors, Inc.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Pollock Investment Advisors, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
L1 Capital International Pty Ltd
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Catalyst Private Wealth, Llc
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Corps Capital Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Tremblant Capital Group
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
LRGG - Macquarie ETF Trust - Macquarie Focused Large Growth ETF
|
|
|
|
|
|
Altarock Partners Llc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Park Presidio Capital Llc
|
|
|
|
|
|
Brandywine Managers, Llc
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Processus Wealth & Capital Management, LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Two Creeks Capital Management, LP
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
MayTech Global Investments, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
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|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
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|
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|
Sunpointe, LLC
|
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|
Warther Private Wealth, LLC
|
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Capital Group Investment Management Pte. Ltd.
|
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AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
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Garner Asset Management Corp
|
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Gibbs Wealth Management
|
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MUFG Securities EMEA plc
|
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FT Vest Hedged Equity Income Fund: Series A3
|
|
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LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
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|
Wallace Capital Management Inc.
|
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|
Hartmann Taylor Wealth Management, LLC
|
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Founders Capital Management
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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United Capital Financial Advisers, Llc
|
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Bessemer Group Inc
|
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Legato Capital Management LLC
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Ellenbecker Investment Group
|
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New Millennium Group LLC
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Legal & General Group Plc
|
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Rainey & Randall Investment Management Inc.
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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Conquis Financial Llc
|
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Evermay Wealth Management Llc
|
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Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
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Itau Unibanco Holding S.A.
|
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Cwm, Llc
|
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Code Waechter LLC
|
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Fairview Capital Investment Management, Llc
|
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AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
LWM Advisory Services, LLC
|
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|
|
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|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
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PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
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University Of Texas/texas Am Investment Managment Co
|
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|
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Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
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|
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|
|
HBK Sorce Advisory LLC
|
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Vaughan David Investments Inc/il
|
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Evergreen Capital Management Llc
|
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PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
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Bank Of Montreal /can/
|
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Chatham Capital Group, Inc.
|
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Vermillion Wealth Management, Inc.
|
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Wealthquest Corp
|
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Benin Management CORP
|
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Virginia Retirement Systems Et Al
|
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|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
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|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
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Morningstar Investment Services LLC
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
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CRPT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust SkyBridge Crypto Industry and Digital Economy ETF
|
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|
Rehmann Capital Advisory Group
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
Murphy & Mullick Capital Management Corp
|
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|
Daiwa Securities Group Inc.
|
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Texas Yale Capital Corp.
|
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TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
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Carret Asset Management, Llc
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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Lincoln Capital LLC
|
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|
Wealthspire Advisors, LLC
|
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VCI Wealth Management LLC
|
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City National Bank Of Florida /msd
|
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|
Threadgill Financial, Llc
|
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Montis Financial, LLC
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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|
Fiduciary Group LLC
|
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|
Gilder Gagnon Howe & Co Llc
|
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|
New England Capital Financial Advisors LLC
|
|
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|
|
Rainier Family Wealth Inc
|
|
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|
Lynch Asset Management, Inc.
|
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|
Davidson Trust Co
|
|
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|
Ami Asset Management Corp
|
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|
Schonfeld Strategic Advisors LLC
|
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|
ProShare Advisors LLC
|
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|
Provident Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
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|
Brookwood Investment Group LLC
|
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|
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
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|
Interval Partners, LP
|
|
|
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|
|
Westhampton Capital, LLC
|
|
|
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|
Magnetar Financial LLC
|
|
|
|
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|
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class
|
|
|
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|
|
Amalgamated Bank
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Blackhill Capital Inc
|
|
|
|
|
|
Sage Financial Management Group, Inc.
|
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|
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|
Keebeck Wealth Management, LLC
|
|
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|
|
|
Palogic Value Management, L.P.
|
|
|
|
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|
Jericho Financial, Llp
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Bullseye Investment Management, LLC
|
|
|
|
|
|
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Absolute Capital Management, LLC
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Guardcap Asset Management Ltd
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Abound Financial, Llc
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
HighVista Strategies LLC
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
Milestones Administradora de Recursos Ltda.
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Nitorum Capital, L.P.
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Lagoda Investment Management, L.P.
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Redwood Investments, LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Inkwell Capital Llc
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Valley Forge Advisors, LLC
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
KINETICS PORTFOLIOS TRUST - Kinetics Internet Portfolio
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
OMAH - Tidal Trust III - VistaShares Target 15 Berkshire Select Income ETF
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Prakash Investment Advisors Llc
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
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|
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Paragon Private Wealth Management, LLC
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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Painted Porch Advisors LLC
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Fusion Family Wealth LLC
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PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
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Baron Silver Stevens Financial Advisors, Llc
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|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
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Greenup Street Wealth Management Llc
|
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PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
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First American Bank
|
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Huntleigh Advisors, Inc.
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Waverton Investment Management Ltd
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Strategy Asset Managers Llc
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Lockheed Martin Investment Management Co
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Capital Insight Partners, Llc
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Riverbend Wealth Management, LLC
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Rathbone Brothers plc
|
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Wolf Group Capital Advisors
|
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SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
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Shelton Capital Management
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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Texas Capital Bancshares Inc/tx
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LJI Wealth Management, LLC
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Kampmann Melissa S.
|
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Advyzon Investment Management, LLC
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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OMC Financial Services LTD
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Betterment LLC
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Alta Advisers Ltd
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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Meriwether Wealth & Planning, LLC
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Banco de Sabadell, S.A
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Motco
|
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CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
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California State Teachers Retirement System
|
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Kilter Group LLC
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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Brown Capital Management Llc
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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Providence Wealth Advisors, LLC
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Fisher Asset Management, LLC
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Costello Asset Management, INC
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Park Edge Advisors, LLC
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Lowe Wealth Advisors, LLC
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Baldwin Brothers Inc/ma
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Walkner Condon Financial Advisors LLC
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Letson Investment Management, Inc.
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PENN SERIES FUNDS INC - Flexibly Managed Fund
|
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JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
|
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Mediolanum International Funds Ltd
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Talbot Financial, LLC
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Baker Chad R
|
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Trust Co Of Virginia /va
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FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
|
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Kera Capital Partners, Inc.
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Credit Agricole S A
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Mitchell Mcleod Pugh & Williams Inc
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Sonora Investment Management Group, LLC
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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NewEdge Wealth, LLC
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GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
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Aspen Grove Capital, LLC
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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Cambridge Financial Group, Inc.
|
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Marks Group Wealth Management, Inc
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Naples Global Advisors, Llc
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Acap Strategic Fund
|
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Insigneo Advisory Services, Llc
|
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Sentinel Trust Co Lba
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Ubs Oconnor Llc
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Brookstone Capital Management
|
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American Financial Advisors, LLC
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QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
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First Trust Advisors Lp
|
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TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
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|
Global Strategic Investment Solutions, LLC
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Advisors Preferred, LLC
|
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VeraBank, N.A.
|
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IPG Investment Advisors LLC
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Flagship Wealth Advisors, Llc
|
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Voya Investment Management Llc
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BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
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|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
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|
Jackson Square Partners, LLC
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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|
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|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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|
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I
|
|
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|
Checchi Capital Advisers, LLC
|
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|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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|
CSM Advisors, LLC
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|
Petrus Trust Company, LTA
|
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|
Stone House Investment Management, LLC
|
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|
McHugh Group, LLC
|
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|
Morris Retirement Advisors, LLC
|
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|
Cubist Systematic Strategies, LLC
|
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|
Richwood Investment Advisors, LLC
|
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|
Farley Capital L.p.
|
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|
Accordant Advisory Group Inc
|
|
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|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
DRW Securities, LLC
|
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|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Hofer & Associates. Inc
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
14B Captial Management LP
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
NRI Wealth Management LC
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A
|
|
|
|
|
|
VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares
|
|
|
|
|
|
WPOPX - WEITZ FUNDS - Partners III Opportunity Fund - Institutional Class
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Stenahm Asset Managment Ltd
|
|
|
|
|
|
Davies Financial Advisors, Inc.
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
Voyager Global Management LP
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
Alethea Capital Management, Llc
|
|
|
|
|
|
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
|
|
|
|
|
|
Balance Wealth, LLC
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Passive Capital Management, LLC.
|
|
|
|
|
|
Marshfield Associates
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Katamaran Capital LLP
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Meridiem Capital Partners LP
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
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S-Bank Fund Management Ltd
|
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|
Regatta Capital Group, Llc
|
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SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
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|
|
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|
Strategic Global Advisors, LLC
|
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Burkett Financial Services, Llc
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Ashton Thomas Securities, Llc
|
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CNB Bank
|
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Citadel Advisors Llc
|
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Banco Bilbao Vizcaya Argentaria, S.a.
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|
Gries Financial Llc
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Sachetta, LLC
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Breed's Hill Capital LLC
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Onefund, Llc
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LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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|
Cerro Pacific Wealth Advisors LLC
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|
Bridgewater Advisors Inc.
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Angeles Wealth Management, Llc
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Rice Partnership, LLC
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Vision Capital Management, Inc.
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Rakuten Investment Management, Inc.
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Heritage Investors Management Corp
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Mogy Joel R Investment Counsel Inc
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
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|
Kfg Wealth Management, Llc
|
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Menora Mivtachim Holdings Ltd.
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LGT Fund Management Co Ltd.
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B & T Capital Management DBA Alpha Capital Management
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio
|
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|
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|
Fermata Advisors, LLC
|
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|
Hobbs Wealth Management, LLC
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
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|
Chickasaw Capital Management Llc
|
|
|
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Independent Solutions Wealth Management, LLC
|
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|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
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|
AOTG - EA Series Trust - AOT Growth and Innovation ETF
|
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|
R.H. Investment Group, LLC
|
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|
Envestnet Asset Management Inc
|
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|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
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|
Octavia Wealth Advisors, LLC
|
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|
Valley Brook Capital Group, Inc.
|
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|
Net Worth Advisory Group
|
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|
Rothschild & Co Wealth Management UK Ltd
|
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|
United Asset Strategies, Inc.
|
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|
Natural Investments, Llc
|
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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|
JT Stratford LLC
|
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|
Tarbox Family Office, Inc.
|
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RedJay Asset Management Inc.
|
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Hudock, Inc.
|
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
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|
Crawford Investment Counsel Inc
|
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|
Biondo Investment Advisors, LLC
|
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|
Hendershot Investments Inc.
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
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|
iA Global Asset Management Inc.
|
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|
Alerus Financial Na
|
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|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
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|
Cherry Tree Wealth Management, LLC
|
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|
Commerzbank Aktiengesellschaft /fi
|
|
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|
Zrc Wealth Management, Llc
|
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|
Tevis Investment Management
|
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|
Ridgewood Investments LLC
|
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|
Robbins Farley Llc
|
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|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
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|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
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|
HMS Capital Management, LLC
|
|
|
|
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|
VNIE - Advisors' Inner Circle Fund II - Vontobel International Equity Active ETF
|
|
|
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|
Burgundy Asset Management Ltd.
|
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|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
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|
Spence Asset Management
|
|
|
|
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|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
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|
Indiana Trust & Investment Management CO
|
|
|
|
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|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
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|
Lifelong Wealth Advisors, Inc.
|
|
|
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|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
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|
Mitchell & Pahl Private Wealth, Llc
|
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|
|
|
Private Trust Co Na
|
|
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|
Sharp Financial Services, LLC
|
|
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|
New Capital Management LP
|
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|
Gillespie Robinson & Grimm Inc
|
|
|
|
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|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
|
|
|
|
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|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Glynn Capital Management Llc
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF
|
|
|
|
|
|
Rockbridge Capital Management LLC
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Monaco Asset Management SAM
|
|
|
|
|
|
Alcosta Capital Management, Inc.
|
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|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
GFGF - EA Series Trust - Guru Favorite Stocks ETF
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
|
|
|
|
|
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Viewpoint Investment Partners Corp
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Sfm, Llc
|
|
|
|
|
|
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
TINGX - THORNBURG INVESTMENT TRUST - Thornburg International Growth Fund - Class I
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Avenir Corp
|
|
|
|
|
|
PICTET BANK & TRUST Ltd
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Warburton Capital Management, LLC
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
PJBF - PGIM ETF TRUST - PGIM Jennison Better Future ETF
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Stelac Advisory Services LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
|
|
|
Berkshire Hathaway Inc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Bowie Capital Management, LLC
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Giverny Capital Inc.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Wisconsin Capital Management Llc
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Northcape Wealth Management, Llc
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Eley Financial Management, Inc
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IHT Wealth Management, LLC
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Ofi Invest Asset Management
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Frazier Financial Advisors, LLC
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Financial Advisors Network, Inc.
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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|
D'Orazio & Associates, Inc.
|
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|
Kestra Private Wealth Services, Llc
|
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
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|
Davis R M Inc
|
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|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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Spectrum Wealth Advisory Group, LLC
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|
State Street Corp
|
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Copperwynd Financial, LLC
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Wealth Alliance Advisory Group, LLC
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Avanza Fonder AB
|
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LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
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RWM Asset Management, LLC
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Parisi Gray Wealth Management
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PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund
|
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Obermeyer Wood Investment Counsel, Lllp
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QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
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WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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Pfc Capital Group, Inc.
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Steward Partners Investment Advisory, Llc
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Register Financial Advisors LLC
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Capital Investment Counsel, Inc
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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Carderock Capital Management Inc
|
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Tyche Wealth Partners LLC
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Kavar Capital Partners Group, Llc
|
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Putnam Fl Investment Management Co
|
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Hickory Point Bank & Trust
|
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Sherman Asset Management, Inc.
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Tempus Wealth Planning, LLC
|
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Biltmore Family Office, LLC
|
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First Horizon Advisors, Inc.
|
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THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
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|
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|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Calamos Wealth Management LLC
|
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Sone Capital Management, LLC
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Arjuna Capital
|
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SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
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Virtus Investment Advisers, Inc.
|
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CoreCap Advisors, LLC
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Bartlett & Co. Wealth Management Llc
|
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Genus Capital Management Inc.
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Point72 Asia (Singapore) Pte. Ltd.
|
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River Street Advisors LLC
|
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TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF
|
|
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|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
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|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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Keystone Global Partners, LLC
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Aspiriant, Llc
|
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Harbor Capital Advisors, Inc.
|
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MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
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|
Ccg Wealth Management, Llc
|
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Bell Investment Advisors, Inc
|
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VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
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|
Parr Mcknight Wealth Management Group, Llc
|
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|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
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|
Sunflower Bank, N.A.
|
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|
Continental Investors Services, Inc.
|
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|
Summit Wealth & Retirement Planning, Inc.
|
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|
Wheelhouse Advisory Group LLC
|
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|
Steel Peak Wealth Management LLC
|
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|
LFA - Lugano Financial Advisors SA
|
|
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|
Us Bancorp \de\
|
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|
Transamerica Financial Advisors, Inc.
|
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Arlington Trust Co LLC
|
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|
Sage Investment Counsel LLC
|
|
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|
Halbert Hargrove Global Advisors, Llc
|
|
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|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
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|
|
Guinness Asset Management LTD
|
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|
Gamco Investors, Inc. Et Al
|
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|
Alberta Investment Management Corp
|
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|
Steinberg Asset Management Llc
|
|
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|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
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|
|
Caldwell Securities, Inc
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
Styrax Capital, LP
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
Financial Symmetry Inc
|
|
|
|
|
|
Amplify ETF Trust - Amplify Mobile Payments ETF
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
|
|
|
|
|
Barden Capital Management, Inc.
|
|
|
|
|
|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
Decatur Capital Management, Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Matthew 25 Management Corp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Settian Capital LP
|
|
|
|
|
|
WVALX - WEITZ FUNDS - Value Fund - Investor Class
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Sander Capital Advisors Inc
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Climber Capital SA
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
CogentBlue Wealth Advisors, LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Bienville Capital Management, LLC
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Element Pointe Advisors, Llc
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
Floyd Financial Group Llc
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
Kelly Financial Group Llc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
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|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
|
|
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|
Bey-Douglas LLC
|
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|
Armstrong Advisory Group, Inc
|
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Bleakley Financial Group, LLC
|
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|
Fairfield Financial Advisors, LTD
|
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Barclays Plc
|
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Bfsg, Llc
|
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Cercano Management LLC
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|
Diversified Trust Co
|
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|
Caisse Des Depots Et Consignations
|
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|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
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|
|
Qube Research & Technologies Ltd
|
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|
Aquamarine Zurich AG
|
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|
Lee Financial Co
|
|
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|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
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|
|
Philip James Wealth Mangement, LLC
|
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|
Seven Mile Advisory
|
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|
Core Wealth Advisors, Inc.
|
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First National Bank of Hutchinson
|
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Aries Wealth Management
|
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|
Huber Capital Management LLC
|
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|
HCR Wealth Advisors
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
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|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
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|
Tyler-Stone Wealth Management
|
|
|
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DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
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|
First Financial Corp /in/
|
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Close Asset Management Ltd
|
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Cibc World Markets Corp
|
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WFA Asset Management Corp
|
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Castleview Partners, Llc
|
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Hudson Valley Investment Advisors Inc /adv
|
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Elevatus Welath Management
|
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De Burlo Group Inc
|
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Burns J W & Co Inc/ny
|
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NWF Advisory Services Inc.
|
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Mission Wealth Management, Lp
|
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Ashton Thomas Private Wealth, LLC
|
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Lattice Capital Management, LLC
|
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GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
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Papp L Roy & Associates
|
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Sterling Investment Counsel, LLC
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
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FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A
|
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|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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|
BSW Wealth Partners
|
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VisionPoint Advisory Group, LLC
|
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TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF
|
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Quadrature Capital Ltd
|
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Eaton Financial Holdings Company, LLC
|
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Catalina Capital Group, LLC
|
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Profund Advisors Llc
|
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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
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|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
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|
Wsfs Capital Management, Llc
|
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MISEX - Midas Series Trust - Midas Magic
|
|
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|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Dempze Nancy E
|
|
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|
Systematic Alpha Investments, LLC
|
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|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
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|
Jackson Hole Capital Partners, LLC
|
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|
BayBridge Capital Group, LLC
|
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|
Siemens Fonds Invest GmbH
|
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|
Moisand Fitzgerald Tamayo, LLC
|
|
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|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
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|
Simmons Bank
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
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|
|
London & Capital Asset Management Ltd
|
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|
Howard Financial Services, Ltd.
|
|
|
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|
Earnest Partners Llc
|
|
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|
Yeomans Consulting Group, Inc.
|
|
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|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
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|
Summa Corp.
|
|
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|
|
Metropolis Capital Ltd
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
Teewinot Capital Advisers, L.L.C.
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
|
|
|
|
|
Cannon Advisors, Inc.
|
|
|
|
|
|
Landmark Wealth Management, LLC
|
|
|
|
|
|
PRCS - PARNASSUS INCOME FUNDS - Parnassus Core Select ETF
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
|
|
|
|
|
|
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
D. Scott Neal, Inc.
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Winmill & Co. Inc
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
Anderson Financial Strategies, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Gardner Lewis Asset Management L P
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Turning Point Benefit Group, Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
FDIG - FIDELITY COVINGTON TRUST - Fidelity Crypto Industry and Digital Payments ETF
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Troy Asset Management Ltd
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Dock Street Asset Management Inc
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Ratan Capital Management LP
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Connective Portfolio Management, LLC
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Illumine Investment Management, LLC
|
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|
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|
Caisse De Depot Et Placement Du Quebec
|
|
|
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|
Sawgrass Asset Management Llc
|
|
|
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|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
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|
|
Loomis Sayles & Co L P
|
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|
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|
Tcfg Wealth Management, Llc
|
|
|
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|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
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|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Weitz Investment Management, Inc.
|
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|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
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|
Sovereign Financial Group, Inc.
|
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|
Blackrock Enhanced International Dividend Trust
|
|
|
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|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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|
Mairs & Power Inc
|
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Cohen Capital Management, Inc.
|
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LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
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|
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|
Sepio Capital, LP
|
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|
Voya Financial Advisors, Inc.
|
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|
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|
Bennett Selby Investments Lp
|
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SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
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|
Lakeshore Capital Group, Inc.
|
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Flagship Harbor Advisors, Llc
|
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|
Bright Rock Capital Management, Llc
|
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|
Callan Capital, LLC
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
IBLC - iSHARES TRUST - iShares Blockchain and Tech ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
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|
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|
Willner & Heller, Llc
|
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|
Morton Brown Family Wealth, LLC
|
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|
|
Axq Capital, Lp
|
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|
|
|
|
Quest Investment Management Llc
|
|
|
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FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
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|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
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|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
QUSA - Tidal Trust III - VistaShares Target 15 USA Quality Income ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
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|
Holistic Financial Partners
|
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|
|
|
J. Stern & Co. LLP
|
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|
|
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|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Agur Provident & Training Funds Management Ltd
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
Skye Global Management LP
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
WealthBridge Investment Counsel Inc.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Hyperion Asset Management Ltd
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Eagle Capital Growth Fund, Inc.
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
Maren Capital LLC
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Prospect Hill Management, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
AlpenGlobal Capital LLC
|
|
|
|
|
|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Vulcan Value Partners, LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Oakmont Corp
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
EHP Funds Inc.
|
|
|
|
|
|
Snyder Capital Management L P
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
MRFOX - Ultimus Managers Trust - Marshfield Concentrated Opportunity Fund
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Defined Financial Planning LLC
|
|
|
|
|
|
Tsai Capital Corp
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Codex Capital Asset Management L.L.C.
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Seilern Investment Management Ltd
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Seldon Capital Lp
|
|
|
|
|
|
WCMI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust WCM International Equity ETF
|
|
|
|
|
|
FBSOX - FIDELITY SELECT PORTFOLIOS - IT Services Portfolio
|
|
|
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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|
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|
MRP Capital Investments, LLC
|
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|
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|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
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|
Investment Management Corp of Ontario
|
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|
Simon Quick Advisors, Llc
|
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|
Texas Capital Bank Wealth Management Services Inc
|
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|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
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|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
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|
|
EverSource Wealth Advisors, LLC
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
Commonwealth Financial Services, LLC
|
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|
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|
Mercer Global Advisors Inc /adv
|
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|
H&H Retirement Design & Management INC
|
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|
YHB Investment Advisors, Inc.
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|
Marietta Investment Partners Llc
|
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|
Allianz Asset Management GmbH
|
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|
Gulf International Bank (UK) Ltd
|
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|
Carter Financial Group, INC.
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
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|
Mastercard Foundation Asset Management Corp
|
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|
Capital Group Private Client Services, Inc.
|
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|
GSB Wealth Management, LLC
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|
Brooklands Fund Management Ltd
|
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|
Lakeside Advisors, INC.
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VSM Wealth Advisory, LLC
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Kanen Wealth Management LLC
|
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|
Strategic Investment Advisors / MI
|
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Ithaka Group Llc
|
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Blue Whale Capital LLP
|
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|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
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|
Quadrant Capital Group Llc
|
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Condor Capital Management
|
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Retirement Guys Formula Llc
|
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|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
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|
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|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
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|
Azimuth Capital Investment Management LLC
|
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|
Warren Street Wealth Advisors, LLC
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|
Apella Capital, LLC
|
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Pallas Capital Advisors LLC
|
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JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
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|
Walleye Capital LLC
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
North Dallas Bank & Trust Co
|
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Integrated Advisors Network LLC
|
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Patriot Financial Group Insurance Agency, LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
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|
Millington Financial Advisors, LLC
|
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Commerce Bank
|
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SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
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|
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|
Merit Financial Group, LLC
|
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|
Shorepoint Capital Partners LLC
|
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|
Brady Martz Wealth Solutions, LLC
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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|
Proffitt & Goodson Inc
|
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|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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|
Pictet Asset Management Holding SA
|
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|
FT Vest Hedged Equity Income Fund: Series A4
|
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|
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|
Night Owl Capital Management, LLC
|
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|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
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|
Silvercrest Asset Management Group Llc
|
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Capital International Inc /ca/
|
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Nuveen S&p 500 Dynamic Overwrite Fund
|
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|
Boyd Watterson Asset Management Llc/oh
|
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|
Landscape Capital Management, L.l.c.
|
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|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
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|
Capital Investment Counsel, LLC
|
|
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|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
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|
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|
Bragg Financial Advisors, Inc
|
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|
Ameriflex Group, Inc.
|
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|
Zweig-DiMenna Associates LLC
|
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|
IFG Advisory, LLC
|
|
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|
Johnson & White Wealth Management, LLC
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
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|
White Knight Strategic Wealth Advisors, LLC
|
|
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|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
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|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
BCHP - Principal Exchange-Traded Funds - PRINCIPAL FOCUSED BLUE CHIP ETF Principal Focused Blue Chip ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
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|
|
Hanson & Doremus Investment Management
|
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|
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|
Woodline Partners LP
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Ycg, Llc
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
Polen Capital Management Llc
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Capital Management Corp /va
|
|
|
|
|
|
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
Lincoln Capital Corp
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
STPIX - SARATOGA ADVANTAGE TRUST - Technology & Communications Portfolio Class I
|
|
|
|
|
|
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Par Capital Management Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
MXXVX - Matthew 25 Fund - Matthew 25 Fund
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
|
|
|
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
Bravias Capital Group, LLC
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
|
|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Fluent Financial, LLC
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Bristol Gate Capital Partners Inc.
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Mirova US LLC
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
|
|
|
|
|
MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Hilltop National Bank
|
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Shell Asset Management Co
|
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Grayhawk Investment Strategies Inc.
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1 North Wealth Services Llc
|
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|
Kondo Wealth Advisors, Inc.
|
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|
Foster Dykema Cabot & Partners, Llc
|
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|
New York State Teachers Retirement System
|
|
|
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|
Cornerstone Advisory, LLC
|
|
|
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|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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|
|
|
|
Retirement Systems of Alabama
|
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|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
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|
CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF
|
|
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|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
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|
Nemes Rush Group LLC
|
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|
ASR Vermogensbeheer N.V.
|
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|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
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|
Invesco Ltd.
|
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|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
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|
|
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|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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|
Channing Global Advisors, Llc
|
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|
Garde Capital, Inc.
|
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BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
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|
Financial & Tax Architects, LLC
|
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|
Sandbox Financial Partners, LLC
|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
WPVLX - WEITZ FUNDS - Partners Value Fund - Investor Class
|
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Perfromance Wealth Partners, LLC
|
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|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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|
Heritage Investment Group, Inc.
|
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|
Bnp Paribas Arbitrage, Sa
|
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|
Triangle Securities Wealth Management
|
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|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
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|
|
|
|
Sheets Smith Wealth Management
|
|
|
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|
TriaGen Wealth Management LLC
|
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|
GURU - Global X Funds - Global X Guru Index ETF
|
|
|
|
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|
KPP Advisory Services LLC
|
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|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Allen Operations Llc
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
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|
Zuckerman Investment Group, LLC
|
|
|
|
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|
Haverford Financial Services, Inc.
|
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|
Three Seasons Wealth, LLC
|
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|
Proficio Capital Partners LLC
|
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|
Absoluto Partners Gestao de Recursos Ltda
|
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|
OneAscent Financial Services LLC
|
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Abc Arbitrage Sa
|
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|
Pingora Partners LLC
|
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|
Cito Capital Group, LLC
|
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|
CIBC Private Wealth Group, LLC
|
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|
Fragasso Group Inc.
|
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Baker Avenue Asset Management, LP
|
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New Covenant Trust Company, N.A.
|
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|
Hall Capital Management Co Inc
|
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|
Northside Capital Management, LLC
|
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|
SRS Capital Advisors, Inc.
|
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|
LifePlan Investment Advisors, Inc.
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
Park Place Capital Corp
|
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First United Bank Trust/
|
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Dorsey & Whitney Trust CO LLC
|
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|
Blackrock Science & Technology Trust
|
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|
Wellington Shields Capital Management, LLC
|
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|
Riversedge Advisors, Llc
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
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|
Point72 Europe (London) LLP
|
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|
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|
Sagespring Wealth Partners, Llc
|
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|
Monetta Financial Services Inc
|
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|
Roanoke Asset Management Corp/ Ny
|
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|
CMT Capital Markets Trading GmbH
|
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|
|
Curated Wealth Partners LLC
|
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|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
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|
Rialto Wealth Management, LLC
|
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|
Sittner & Nelson, Llc
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
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|
|
1776 Wealth LLC
|
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|
|
JustInvest LLC
|
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|
William Allan, Llc
|
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|
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|
Pcg Asset Management, Llc
|
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Next Century Growth Investors Llc
|
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|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Tiaa Trust, National Association
|
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|
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|
|
Horizon Investment Services, LLC
|
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|
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|
Stamos Capital Partners, L.p.
|
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|
Five Oceans Advisors
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Hillman Co
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
VNIYX - Advisors' Inner Circle Fund II - VONTOBEL INTERNATIONAL EQUITY FUND Y Shares
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
GRW - TCW ETF Trust - TCW Compounders ETF
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Atlas Wealth Partners, LLC
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Mirabaud Asset Management Ltd
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
PACIFIC SELECT FUND - Focused Growth Portfolio Class I
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Dsm Capital Partners Llc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
GFGEX - Capitol Series Trust - Guardian Fundamental Global Equity Fund Institutional Shares
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Pragma Gestao De Patrimonio Ltd
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Capital & Planning, Llc
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
Infusive Asset Management Inc.
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
Wiser Wealth Management, Inc
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
StonePine Asset Management Inc.
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Future Consumer Equity ETF
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
GTCAX - Gamco Global Series Funds, Inc - Gabelli Global Content & Connectivity Fund Class A
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Fundsmith Investment Services Ltd.
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Avid Wealth Partners LLC
|
|
|
|
|
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Cabot Wealth Management Inc
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Global Trust Asset Management, LLC
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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
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Journey Advisory Group, LLC
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Crescent Sterling, Ltd.
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Stock Yards Bank & Trust Co
|
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TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
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|
Guerra Advisors Inc
|
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Sterling Capital Management LLC
|
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Longfellow Investment Management Co Llc
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BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares
|
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SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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|
Navigoe, LLC
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|
Violich Capital Management, Inc.
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Advisor Group Holdings, Inc.
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Blue Barn Wealth, LLC
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|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
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|
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|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
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|
Blue Chip Partners, Inc.
|
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|
Advantage Advisers Xanthus Fund, L.l.c.
|
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|
Watershed Private Wealth Llc
|
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|
Capital International Ltd /ca/
|
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Css Llc/il
|
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WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R
|
|
|
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|
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
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|
Trajan Wealth LLC
|
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|
BTG Pactual Asset Management US LLC
|
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Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
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|
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|
|
Western Pacific Wealth Management, LP
|
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Millennium Management Llc
|
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GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
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|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
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|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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Tritonpoint Wealth, Llc
|
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Elefante Mark B
|
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Affinity Wealth Management Llc
|
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MTCGX - M FUND INC - M Large Cap Growth Fund
|
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Hennessy Advisors Inc
|
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Dagco, Inc.
|
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AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
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AAFMAA Wealth Management & Trust LLC
|
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Compass Capital Corp /ma/ /adv
|
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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First PREMIER Bank
|
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RDA Financial Network
|
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Laurion Capital Management LP
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Burling Wealth Partners, Llc
|
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Rockline Wealth Management, LLC
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Gwn Securities Inc.
|
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John Hancock Funds II - Science & Technology Fund Class NAV
|
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|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
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D. E. Shaw & Co., Inc.
|
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|
Parkworth Wealth Management, Inc.
|
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Provident Trust Co
|
|
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|
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
|
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|
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|
Nishkama Capital, LLC
|
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Berkeley, Inc
|
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FT Vest Total Return Income Fund: Series A2
|
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|
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FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
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|
Raab & Moskowitz Asset Management LLC
|
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|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
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|
Pathway Financial Advisers, LLC
|
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|
Mathes Company, Inc.
|
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QTR Family Wealth, LLC
|
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|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
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|
Rational Advisors Llc
|
|
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|
Fi3 FINANCIAL ADVISORS, LLC
|
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|
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|
Azzad Asset Management Inc /adv
|
|
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|
Oak Associates Ltd /oh/
|
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|
Voleon Capital Management Lp
|
|
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|
Aster Capital Management (DIFC) Ltd
|
|
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|
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|
Sutton Place Investors Llc
|
|
|
|
|
|
TMFG - RBB FUND, INC. - Motley Fool Global Opportunities ETF
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Overbrook Management Corp
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Growth Fund
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Level Wealth Management LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
Sora Investors Llc
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Chapman Investment Management, LLC
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Global Frontier Investments LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
|
|
|
|
|
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Gillson Capital LP
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
LKEQX - LKCM Funds - LKCM Equity Fund
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Actiam N.v.
|
|
|
|
|
|
Symphony Financial Services, Inc.
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A
|
|
|
|
|
|
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Koa Wealth Management, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Flagstone Financial Management
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
TrimTabs Asset Management, LLC
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
Davis Asset Management, L.P.
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
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|
|
Members Wealth Llc
|
|
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|
Drive Wealth Management, Llc
|
|
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|
Lanham O'Dell & Company, Inc.
|
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|
IFM Investors Pty Ltd
|
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|
von Borstel & Associates, Inc.
|
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|
PFG Advisors
|
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|
SWAN Capital LLC
|
|
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|
Credential Qtrade Securities Inc.
|
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|
Riggs Asset Managment Co. Inc.
|
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|
Childress Capital Advisors, Llc
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
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|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
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|
Fifth Third Bancorp
|
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|
Napean Trading & Investment Co (Singapore) PTE Ltd
|
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|
Triglav Skladi, D.o.o.
|
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|
|
Keybank National Association/oh
|
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Atlas Capital Advisors Llc
|
|
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Perpetual Ltd
|
|
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|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
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|
|
Howard Capital Management Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
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|
|
George Kaiser Family Foundation
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - International Growth Portfolio
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
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|
|
|
Longbow Finance SA
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
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|
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|
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MRSAX - MFS SERIES TRUST I - MFS Research International Fund A
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
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|
|
Beacon Financial Group
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
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|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Sanders Capital, LLC
|
|
|
|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Cherrydale Wealth Management, Llc
|
|
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|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
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|
|
Certified Advisory Corp
|
|
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|
|
Cornerstone Planning Group LLC
|
|
|
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|
|
McDonough Capital Management, Inc
|
|
|
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|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
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|
|
First Financial Bankshares Inc
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Magnolia Private Wealth, LLC
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
|
|
|
|
|
|
FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Blackrock Enhanced Global Dividend Trust
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Everest Management Corp.
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
ABIG - EA Series Trust - Argent Large Cap ETF
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Horiko Capital Management Llc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Ceera Investments, Llc
|
|
|
|
|
|
Whitford Management LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Ascension Capital Advisors, Inc.
|
|
|
|
|
|
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
|
|
|
|
|
|
Conway Capital Management, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
Echo45 Advisors LLC
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
ARTYX - ARTISAN PARTNERS FUNDS INC - Artisan Developing World Fund Investor Shares
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
BLVD Private Wealth, LLC
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
|
|
|
|
|
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
|
|
|
|
|
|
Mayar Capital Ltd.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Farallon Capital Management Llc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Fischer Financial Services, Inc.
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
|
|
|
|
|
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Round Hill Asset Management
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
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Avantax Planning Partners, Inc.
|
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American Century Companies Inc
|
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Robeco Institutional Asset Management B.V.
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Wealth Group, Ltd.
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Newbridge Financial Services Group, Inc.
|
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Wealth Enhancement Advisory Services, Llc
|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
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|
Foster Victor Wealth Advisors, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
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Albion Financial Group /ut
|
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Valued Retirements, Inc.
|
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Franklin Templeton ETF Trust - Franklin Focused Growth ETF
|
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|
Machina Capital S.a.s.
|
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Anfield Capital Management, LLC
|
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Platform Technology Partners
|
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Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
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Allegheny Financial Group LTD
|
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Western Financial Corp/CA
|
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Riverstone Advisors, LLC
|
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Hutchens & Kramer Investment Management Group, LLC
|
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FRG Family Wealth Advisors LLC
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FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
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|
Blackston Financial Advisory Group, LLC
|
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Optas, LLC
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
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Omnia Family Wealth, LLC
|
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Westmount Partners, LLC
|
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NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
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SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
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|
Nikulski Financial, Inc.
|
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|
Valmark Advisers, Inc.
|
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Financial Management Network Inc
|
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Callan Family Office, LLC
|
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HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
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Sei Investments Co
|
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Banque de Luxembourg S.A.
|
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SageView Advisory Group, LLC
|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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Kingsman Wealth Management, Inc.
|
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Icon Wealth Advisors, LLC
|
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Nautilus Advisors LLC
|
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EULAV Asset Management
|
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City State Bank
|
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Precedent Wealth Partners, Llc
|
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Israel Discount Bank of New York
|
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Reuter James Wealth Management, Llc
|
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Koesten, Hirschmann & Crabtree, INC.
|
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Fairscale Capital, LLC
|
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German American Bancorp, Inc.
|
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Capital Asset Advisory Services LLC
|
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Strategic Wealth Partners, Ltd.
|
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BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF
|
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
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|
Linden Thomas Advisory Services, LLC
|
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|
Oregon Pacific Wealth Management, LLC
|
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Curat Global, LLC
|
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Zullo Investment Group, Inc.
|
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Paradigm Financial Partners, Llc
|
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Supplemental Annuity Collective Trust of NJ
|
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Old North State Trust, LLC
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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Spinnaker Trust
|
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Quarry LP
|
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QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
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|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Kidder Stephen W
|
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|
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|
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N
|
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|
Princeton Capital Management Llc
|
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|
Stephens Consulting, LLC
|
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Founders Financial Securities Llc
|
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Collective Family Office Llc
|
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Artisan Partners Limited Partnership
|
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Columbus Hill Capital Management, L.P.
|
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FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
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|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
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|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
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|
|
DeDora Capital, Inc.
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Main Street Group, LTD
|
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|
Premier Fund Managers Ltd
|
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|
Allen Investment Management LLC
|
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|
Old National Bancorp /in/
|
|
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|
Addison Advisors LLC
|
|
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|
Montecito Bank & Trust
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
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|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
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|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
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|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
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|
|
Voya Prime Rate Trust
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Professional Financial Advisors, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
BMPEX - FORUM FUNDS - Beck, Mack & Oliver Partners Fund
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
BEEZ - EA Series Trust - Honeytree U.S. Equity ETF
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
ACFOX - American Century Growth Funds, Inc. - Focused Dynamic Growth Fund Investor Class
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Burr Financial Services, Llc
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Claar Advisors LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
Karani Asset Management LLC
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Mountain Capital Investment Advisors, Inc
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
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FNPIX - Profunds - Financials Ultrasector Profund Investor Class
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Invst, LLC
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
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Maseco Llp
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Sawyer & Company, Inc
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Murphy, Middleton, Hinkle & Parker, Inc.
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Belpointe Asset Management LLC
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Durante & Waters, Llc
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Great Diamond Partners, LLC
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Morris Financial Concepts, Inc.
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Mackenzie Financial Corp
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Aware Super Pty Ltd as trustee of Aware Super
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
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Atlas Private Wealth Advisors
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
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BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
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Reliant Investment Management, LLC
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Traynor Capital Management, Inc.
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Tairen Capital Ltd
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BlackRock ETF Trust - BlackRock Long-Term U.S. Equity ETF
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MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
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Pictet & Cie (Europe) SA
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BancorpSouth Bank
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TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
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MWA Asset Management
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Fiduciary Alliance LLC
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Confluence Wealth Services, Inc.
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Asahi Life Asset Management Co., Ltd.
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BlackRock ETF Trust - BlackRock International Dividend ETF
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Federation des caisses Desjardins du Quebec
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Integrated Capital Management, LLC
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Center for Financial Planning, Inc.
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