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Sterling Manor Financial, LLC
|
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Curbstone Financial Management Corp
|
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Leelyn Smith, LLC
|
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|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
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|
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|
First Bancorp, Inc /ME/
|
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|
Capital Insight Partners, Llc
|
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|
Wynn Capital, LLC
|
|
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|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
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|
|
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A)
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
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|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
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|
Integrity Alliance, Llc.
|
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FT Vest Hedged Equity Income Fund: Series A3
|
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|
Simplicity Wealth,LLC
|
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|
Griffith & Werner, Inc.
|
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|
Cache Advisors, LLC
|
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Pacific Global Investment Management Co
|
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JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
Bogart Wealth, LLC
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Precedent Wealth Partners, Llc
|
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Wealthcare Advisory Partners LLC
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
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|
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|
|
Epoch Investment Partners, Inc.
|
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First PREMIER Bank
|
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CCLA Investment Management Ltd
|
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L.K. Benson & Company, P.C.
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
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|
Bridge Creek Capital Management LLC
|
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|
BayBridge Capital Group, LLC
|
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|
Brown Brothers Harriman & Co
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
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|
Heritage Wealth Advisors
|
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|
Semus Wealth Partners LLC
|
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|
Ameriflex Group, Inc.
|
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|
Echo45 Advisors LLC
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
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|
Clark Asset Management, LLC
|
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|
Moody National Bank Trust Division
|
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|
William B. Walkup & Associates, Inc.
|
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|
Addison Advisors LLC
|
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|
MOKAN Wealth Management Inc.
|
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|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
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|
|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
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|
Sierra Ocean, Llc
|
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Little House Capital Llc
|
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Monarch Capital Management Inc/
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
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AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
|
|
|
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|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
Resources Management Corp /ct/ /adv
|
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|
Gardner Russo & Quinn Llc
|
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|
Christopher J. Hasenberg, Inc
|
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|
Excalibur Management Corp
|
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|
Gould Asset Management Llc /ca/
|
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|
Renasant Bank
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Significant Wealth Partners LLC
|
|
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|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
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|
|
|
Pioneer Trust Bank N A/or
|
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|
Paradigm Financial Partners, Llc
|
|
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|
|
Peoples Bank /oh
|
|
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|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
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|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
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|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Blackrock Enhanced Global Dividend Trust
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Northwest Financial Advisors
|
|
|
|
|
|
360 Financial, Inc.
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Beckerman Institutional, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
ANTIPODES PARTNERS Ltd
|
|
|
|
|
|
Allen Operations Llc
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Amiral Gestion
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
James Hambro & Partners
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
FTXG - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Food & Beverage ETF
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
BFI Infinity Ltd.
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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Osborne Partners Capital Management, Llc
|
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Foundations Investment Advisors, LLC
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
Premier Fund Managers Ltd
|
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Intrust Bank Na
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Chelsea Counsel Co
|
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Lazard Freres Gestion S.A.S.
|
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|
NewSquare Capital LLC
|
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HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
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|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
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|
Lowe Wealth Advisors, LLC
|
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|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
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|
BOS Asset Management, LLC
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Live Oak Investment Partners
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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Buttonwood Financial Advisors Inc.
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SageView Advisory Group, LLC
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New World Advisors LLC
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Victory Financial Group, Llc
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Single Point Partners, LLC
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Pflug Koory, LLC
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
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|
Dakota Wealth Management
|
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Janney Capital Management LLC
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FIL Ltd
|
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Heritage Investors Management Corp
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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Phillips Wealth Planners LLC
|
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|
HAP Trading, LLC
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Mezzasalma Advisors, LLC
|
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LMR Partners LLP
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Prevail Innovative Wealth Advisors, Llc
|
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Knuff & Co LLC
|
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Holderness Investments Co
|
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Allspring Global Investments Holdings, LLC
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
Cascades Capital Asset Management, LLC
|
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LM Advisors LLC
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Pictet & Cie (Europe) SA
|
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Golden State Wealth Management, LLC
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Jennison Associates Llc
|
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Sepio Capital, LP
|
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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Aprio Wealth Management, LLC
|
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LexAurum Advisors, LLC
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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Main Street Financial Solutions, LLC
|
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Cascade Financial Partners, LLC
|
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Phoenix Holdings Ltd.
|
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Susquehanna Fundamental Investments, Llc
|
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Florida Financial Advisors, Llc
|
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L.m. Kohn & Company
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
Tempus Wealth Planning, LLC
|
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|
Wayfinding Financial, LLC
|
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|
Nwam Llc
|
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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|
Kuhn & Co Investment Counsel
|
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OMC Financial Services LTD
|
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Trust Co Of Vermont
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
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|
WestEnd Advisors, LLC
|
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
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|
Kagan Cocozza Asset Management
|
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GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
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|
MetLife Investment Management, LLC
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One Capital Management, LLC
|
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Diversified Enterprises, LLC
|
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KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
NCM Capital Management, LLC
|
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Burney Co/
|
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|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
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|
Sand Hill Global Advisors, LLC
|
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|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
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|
|
Community Trust & Investment Co
|
|
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|
|
Provident Investment Management, Inc.
|
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|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
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|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Graney & King, LLC
|
|
|
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|
Almanack Investment Partners, LLC.
|
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
HBFBX - HENNESSY FUNDS TRUST - Hennessy Balanced Fund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Wiser Advisor Group LLC
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Allen Holding Inc /ny
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Pennington Partners & Co., Llc
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Grantvest Financial Group LLC
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Spectrum Strategic Capital Management, LLC
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Avenir Tech Ltd
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Schwerin Boyle Capital Management Inc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Sageworth Trust Co
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
Cobblestone Asset Management LLC
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
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Bislett Management, Llc
|
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|
RWM Asset Management, LLC
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
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|
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|
|
Patron Partners Advisors, Llc
|
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|
Shilanski & Associates, Inc.
|
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|
Cable Hill Partners, LLC
|
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|
Core Alternative Capital
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
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|
Resources Investment Advisors, LLC.
|
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Novem Group
|
|
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|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
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|
Waldron Private Wealth LLC
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
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|
Texas Permanent School Fund
|
|
|
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|
Central Bank & Trust Co
|
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|
Gradient Investments LLC
|
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|
Azimuth Capital Investment Management LLC
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Kerusso Capital Management LLC
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Unified Investment Management
|
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New Covenant Trust Company, N.A.
|
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Capital International Ltd /ca/
|
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NEOS Investment Management LLC
|
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|
Aspect Partners, LLC
|
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|
Atlas Private Wealth Advisors
|
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|
Mesirow Financial Investment Management, Inc.
|
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|
Czech National Bank
|
|
|
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|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
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|
Boston Research & Management Inc
|
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Alyeska Investment Group, L.P.
|
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Fagan Associates, Inc.
|
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Lbmc Investment Advisors, Llc
|
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Nvwm, Llc
|
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|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
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|
Newton One Investments LLC
|
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|
Sandy Cove Advisors, LLC
|
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Kimelman & Baird, LLC
|
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Arbor Capital Management Inc /adv
|
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|
Mascagni Wealth Management, Inc.
|
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Harwood Advisory Group, LLC
|
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|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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|
Harvey Investment Co Llc
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
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|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
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|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
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|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
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|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
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|
Tradewinds Capital Management, LLC
|
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|
Berkshire Hathaway Inc
|
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|
Reuter James Wealth Management, Llc
|
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|
Hantz Financial Services, Inc.
|
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Quest Partners LLC
|
|
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|
Omnia Family Wealth, LLC
|
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MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
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|
Bellecapital International Ltd.
|
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|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
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|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
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|
Horizon Investments, LLC
|
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|
Gateway Investment Advisers Llc
|
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|
Copley Financial Group, Inc.
|
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|
Cape Investment Advisory, Inc.
|
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|
Ferguson Shapiro LLC
|
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|
Infusive Asset Management Inc.
|
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|
WealthPlan Investment Management, LLC
|
|
|
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|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Ninety One North America, Inc.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Presper Financial Architects, LLC
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Clark & Stuart, Inc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Cambridge Financial Group, LLC
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
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|
|
Strategic Wealth Partners, Ltd.
|
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|
|
|
|
Citadel Advisors Llc
|
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|
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|
Mosaic Family Wealth Partners, Llc
|
|
|
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|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
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|
Marotta Asset Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
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|
Hodges Capital Management Inc.
|
|
|
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|
Ieq Capital, Llc
|
|
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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|
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|
|
Northern Financial Advisors Inc
|
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|
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|
Valeo Financial Advisors, LLC
|
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|
|
Resolute Wealth Strategies, LLC
|
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|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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|
Front Row Advisors LLC
|
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FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
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|
Clark Capital Management Group, Inc.
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Valley National Advisers Inc
|
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|
Fortress Financial Group, Llc
|
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|
Fiduciary Wealth Partners, LLC
|
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|
Empower Advisory Group, LLC
|
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|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
Insight 2811, Inc.
|
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|
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PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
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|
|
InTrack Investment Management Inc
|
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|
Sound View Wealth Advisors Group, LLC
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|
ETF Portfolio Partners, Inc.
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|
Evelyn Partners Investment Management Services Ltd
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StoneX Group Inc.
|
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|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
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|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
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|
Aviance Capital Partners, LLC
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|
Evernest Financial Advisors, LLC
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|
Landing Point Financial Group, LLC
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|
Bard Financial Services, Inc.
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|
American Century Companies Inc
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|
HighMark Wealth Management LLC
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Hudson Canyon Capital Management
|
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|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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|
Fortitude Family Office, LLC
|
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|
Rockland Trust Co
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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One Wealth Capital Management, Llc
|
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CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
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|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
Df Dent & Co Inc
|
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|
Pacitti Group Inc.
|
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Oak Hill Wealth Advisors, Llc
|
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|
Strategy Asset Managers Llc
|
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|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
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|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
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|
Sagard Holdings Management Inc.
|
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|
Greenspring Advisors, LLC
|
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|
Ipsen Advisor Group LLC
|
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|
Integrated Investment Consultants, LLC
|
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|
Argent Trust Co
|
|
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|
Wimmer Associates 1, Llc
|
|
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|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
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|
Fox Run Management, L.l.c.
|
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|
Oppenheimer Asset Management Inc.
|
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|
Mmbg Investment Advisors Co.
|
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|
Deutsche Bank Ag\
|
|
|
|
|
|
Callan Capital, LLC
|
|
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|
|
Falcon Wealth Planning
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Profunds - Profund Vp Consumer Goods
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
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|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Redwood Investment Management, Llc
|
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|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Baugh & Associates, LLC
|
|
|
|
|
|
Financial Strategies Group, Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Buska Wealth Management, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Threadgill Financial, Llc
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
GQETX - GMO TRUST - GMO Quality Fund Class III
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Compass Wealth Management, LLC/GA
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
Waller Financial Planning Group, Inc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Coho Partners, Ltd.
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Bcm Advisors, Llc
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Howard Capital Management Inc.
|
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Mutual Of America Capital Management Llc
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New York Life Investment Management Llc
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Waddell & Associates, Llc
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GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
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MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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Axxcess Wealth Management, Llc
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
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Richard W. Paul & Associates, LLC
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Legacy Trust
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Parisi Gray Wealth Management
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AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
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Atticus Wealth Management, Llc
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Generali Investments, Management Co LLC
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Strategic Advocates LLC
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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KXI - iSHARES TRUST - iShares Global Consumer Staples ETF
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Smith Shellnut Wilson Llc /adv
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Schulhoff & Co Inc
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Liberty Wealth Management Llc
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Spdr S&p 500 Etf Trust
|
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Belmont Capital, LLC
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UNIVEST FINANCIAL Corp
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EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
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Optima Capital Llc
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Jnl Series Trust - Jnl/wmc Balanced Fund (a)
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FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
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ICW Investment Advisors LLC
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Southeast Asset Advisors Inc.
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Blume Capital Management, Inc.
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Kestra Private Wealth Services, Llc
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Nova R Wealth, Inc.
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FSM Wealth Advisors, LLC
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IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV
|
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Trustco Bank Corp N Y
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Arcadia Investment Management Corp/mi
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Blair William & Co/il
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Midwest Capital Advisors, LLC
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Lyell Wealth Management, Lp
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Moran Wealth Management, LLC
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Legacy Financial Group LLC
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Richard C. Young & CO., LTD.
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Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
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Sava Infond d.o.o.
|
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State Street Corp
|
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Retirement Wealth Solutions LLC
|
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VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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Eisler Capital Management Ltd.
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Roman Butler Fullerton & Co
|
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Advisor OS, LLC
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Proactive Wealth Strategies LLC
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Old North State Trust, LLC
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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Stephens Inc /ar/
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Principal Street Partners, LLC
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SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
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KLCM Advisors, Inc.
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Quadrant Capital Group Llc
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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|
Miller Investment Management, LP
|
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|
Westerkirk Capital Inc.
|
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|
Geometric Wealth Advisors
|
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|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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Belpointe Asset Management LLC
|
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Coastwise Capital Group, LLC
|
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Trajan Wealth LLC
|
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BSW Wealth Partners
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
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|
TriaGen Wealth Management LLC
|
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|
SOA Wealth Advisors, LLC.
|
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Choate Investment Advisors
|
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|
Blossom Wealth Management
|
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|
waypoint wealth counsel
|
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Barr E S & Co
|
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|
Janney Montgomery Scott LLC
|
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|
bLong Financial, LLC
|
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|
Larson Financial Group LLC
|
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|
Verity Asset Management, Inc.
|
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|
Semmax Financial Advisors Inc.
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
Kanawha Capital Management Llc
|
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|
Horrell Capital Management, Inc.
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
Hiley Hunt Wealth Management
|
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|
Warner Financial, Inc
|
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|
Hennion & Walsh Asset Management, Inc.
|
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|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
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|
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|
|
Woodley Farra Manion Portfolio Management Inc
|
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|
Ubs Asset Management Americas Inc
|
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
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|
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|
Stonehage Fleming Financial Services Holdings Ltd
|
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|
Concorde Asset Management, LLC
|
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|
Los Angeles Capital Management Llc
|
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|
Swiss National Bank
|
|
|
|
|
|
Avestar Capital, LLC
|
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|
|
Retirement Systems of Alabama
|
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|
|
|
McMahon Financial Advisors, LLC
|
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|
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|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
4wealth Advisors, Inc.
|
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|
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|
|
Capital Fund Management S.a.
|
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|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Argent Advisors, Inc.
|
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|
|
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|
Whalerock Point Partners, Llc
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
ARIOX - Aristotle Funds Series Trust - Aristotle/Saul Global Equity Fund Class I
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
JFG Wealth Management, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Drum Hill Capital, LLC
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Lindsell Train Ltd
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Bonness Enterprises Inc
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Mattern Wealth Management LLC
|
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|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
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|
Peak Asset Management, LLC
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
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|
Hartford Financial Management Inc.
|
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|
OmniStar Financial Group, Inc.
|
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|
Lindbrook Capital, Llc
|
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|
Compass Capital Corp /ma/ /adv
|
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|
Syntegra Private Wealth Group, LLC
|
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|
Papamarkou Wellner Asset Management inc.
|
|
|
|
|
|
Oceanside Advisors LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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|
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|
Joel Isaacson & Co., LLC
|
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|
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|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
FreeGulliver LLC
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Redwood Financial Network Corp
|
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|
|
|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
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|
|
Mountain Pacific Investment Advisers Inc/id
|
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|
IAG Wealth Partners, LLC
|
|
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|
Hudock, Inc.
|
|
|
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|
|
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
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|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
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|
Td Asset Management Inc
|
|
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|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Zhang Financial LLC
|
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|
Base Wealth Management LLC
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|
Gts Securities Llc
|
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Saybrook Capital /nc
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
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|
Old Republic International Corp
|
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|
Great West Life Assurance Co /can/
|
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|
Richard P Slaughter Associates Inc
|
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|
Menard Financial Group LLC
|
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Kornitzer Capital Management Inc /ks
|
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Semper Augustus Investments Group Llc
|
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|
Cornerstone Strategic Value Fund Inc
|
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|
Sig Brokerage, Lp
|
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|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Parcion Private Wealth LLC
|
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|
JustInvest LLC
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
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|
Biglari Capital Corp.
|
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|
Fortress Wealth Group, LLC
|
|
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
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|
|
Ballast Advisors Llc
|
|
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|
|
|
Viawealth, Llc
|
|
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|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
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|
Harbor Investment Advisory, Llc
|
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|
Schmidt P J Investment Management Inc
|
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|
Sentry Investment Management Llc
|
|
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|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
America First Investment Advisors, LLC
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Unio Capital LLC
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Better Money Decisions, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
V. M. Manning & Co., Inc.
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Brogan Financial, Inc.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
CacheTech Inc.
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
AGQI - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Global Quality Income ETF
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Haverford Financial Services, Inc.
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
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|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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|
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|
Guinness Asset Management LTD
|
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|
Atwood & Palmer Inc
|
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|
|
Baltimore-Washington Financial Advisors, Inc.
|
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|
Triglav Skladi, D.o.o.
|
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|
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|
Capstone Triton Financial Group, LLC
|
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|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
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|
Burling Wealth Partners, Llc
|
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|
Northwest & Ethical Investments L.P.
|
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|
Twin Lakes Capital Management, LLC
|
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|
Citigroup Inc
|
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|
Montecito Bank & Trust
|
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|
Sterling Investment Counsel, LLC
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
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|
|
Miller Financial Services LLC
|
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|
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|
McGlone Suttner Wealth Management, Inc.
|
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|
Newbridge Financial Services Group, Inc.
|
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|
|
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|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
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|
|
Alta Advisers Ltd
|
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|
Sonora Investment Management Group, LLC
|
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|
Armis Advisers, LLC
|
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|
Letson Investment Management, Inc.
|
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|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
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|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
German American Bancorp, Inc.
|
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|
ELCO Management Co., LLC
|
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|
Freestone Capital Holdings, LLC
|
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|
SNS Financial Group, LLC
|
|
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|
Kennedy Investment Group
|
|
|
|
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|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
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|
|
|
Fayez Sarofim & Co
|
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|
Trexquant Investment LP
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
Assenagon Asset Management S.A.
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DLD Asset Management, LP
|
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|
Harbour Trust & Investment Management Co
|
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|
Magnetar Financial LLC
|
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|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
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|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Consolidated Planning Corp
|
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|
Plancorp, LLC
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
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|
Tredje AP-fonden
|
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|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
XML Financial, LLC
|
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|
Bradley & Co. Private Wealth Management, LLC
|
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Harel Insurance Investments & Financial Services Ltd.
|
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|
VeraBank, N.A.
|
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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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|
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|
Us Bancorp \de\
|
|
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|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
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|
|
Independent Wealth Network Inc.
|
|
|
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|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
Koshinski Asset Management, Inc.
|
|
|
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|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
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|
Atom Investors LP
|
|
|
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|
Fulton Bank, N.a.
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
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|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Biglari, Sardar
|
|
|
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|
Nuveen Dow 30sm Dynamic Overwrite Fund
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
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|
|
Novare Capital Management Llc
|
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|
|
Apexium Financial, Lp
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Canal Capital Management, LLC
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Castlekeep Investment Advisors Llc
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Prosperitas Financial LLC
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Spreng Capital Management, Inc.
|
|
|
|
|
|
Rf&l Wealth Management, Llc
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
Centerline Wealth Advisors, LLC
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Anb Bank
|
|
|
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|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
RBF Capital, LLC
|
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|
|
AIA Group Ltd
|
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|
Macquarie Group Ltd
|
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|
Midland Wealth Advisors Llc
|
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|
Claris Advisors, Llc / Mo /
|
|
|
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|
|
Legacy Financial Advisors, Inc.
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
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|
|
Clarkston Capital Partners, LLC
|
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|
Scott & Selber, Inc.
|
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|
Drexel Morgan & Co.
|
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|
Dynasty Wealth Management, Llc
|
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|
Financial Freedom, LLC
|
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|
Congress Park Capital LLC
|
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|
Access Investment Management LLC
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
Connor, Clark & Lunn Investment Management Ltd.
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|
Groupe la Francaise
|
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|
Coastline Trust Co
|
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|
Real Talk Capital, LLC
|
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|
BCS Private Wealth Management, Inc.
|
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|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
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|
|
|
Cullen Capital Management, LLC
|
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Fulcrum Capital LLC
|
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Cobblestone Capital Advisors Llc /ny/
|
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|
Williams Jones Wealth Management, LLC.
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|
Wesbanco Bank Inc
|
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MN Wealth Advisors, LLC
|
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|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
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|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
Bokf, Na
|
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|
STRV - EA Series Trust - Strive 500 ETF
|
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|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
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|
Arkfeld Wealth Strategies, L.L.C.
|
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|
King Luther Capital Management Corp
|
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|
Zuckerman Investment Group, LLC
|
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Hobbs Wealth Management, LLC
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Weik Capital Management
|
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|
Bnp Paribas
|
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Talisman Wealth Advisors LLC
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Holistic Financial Partners
|
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|
Colonial Trust Co / SC
|
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Capital International Sarl
|
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Sage Mountain Advisors LLC
|
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|
Arbor Investment Advisors, LLC
|
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All Terrain Financial Advisors, LLC
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MQS Management LLC
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E. Ohman J:or Asset Management AB
|
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Fort Washington Investment Advisors Inc /oh/
|
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|
Tower Wealth Partners, Inc.
|
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|
Hsbc Holdings Plc
|
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Concord Wealth Partners
|
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|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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|
|
|
PENN SERIES FUNDS INC - Large Core Growth Fund
|
|
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|
|
|
FT Vest Total Return Income Fund: Series A4
|
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|
California State Teachers Retirement System
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
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|
Amplius Wealth Advisors, LLC
|
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|
Private Wealth Management Group, LLC
|
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|
Savvy Advisors, Inc.
|
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|
My Legacy Advisors, LLC
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
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|
|
SC&H Financial Advisors, Inc.
|
|
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|
Qrg Capital Management, Inc.
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
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|
Cm Wealth Advisors Llc
|
|
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|
Capital A Wealth Management, LLC
|
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|
Royal Fund Management, LLC
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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|
Longfellow Investment Management Co Llc
|
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|
Sovran Advisors, LLC
|
|
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|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
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|
|
|
Institutional Investment Strategy Fund
|
|
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|
|
Allworth Financial LP
|
|
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|
|
AustralianSuper Pty Ltd
|
|
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|
|
|
Curtis Advisory Group, LLC
|
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|
Financial Insights, Inc.
|
|
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|
Linscomb & Williams, Inc.
|
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|
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|
|
Sar Wealth Management Group, Llc
|
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|
|
Advisors Management Group Inc /adv
|
|
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|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
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|
|
CoreCap Advisors, LLC
|
|
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|
|
Cercano Management LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Alphinity Investment Management Pty Ltd
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Monument Group Wealth Advisors, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
Wealth Advisors of Iowa, LLC
|
|
|
|
|
|
NavPoint Financial, Inc.
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
Motco
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
XLSR - SSGA Active Trust - SPDR(R) SSGA US Sector Rotation ETF
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Constitution Capital LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Socha Financial Group, LLC
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
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Garda Capital Partners Lp
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LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
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Tennessee Valley Asset Management Partners
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Investment Advisory Services Inc /tx /adv
|
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Godshalk Welsh Capital Management, Inc.
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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Nicholson Wealth Management Group, LLC
|
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Tripletail Wealth Management, LLC
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|
Corbyn Investment Management Inc/md
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Sutton Place Investors Llc
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Peak6 Llc
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Greystone Financial Group, LLC
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RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
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|
Glass Jacobson Investment Advisors llc
|
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FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
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TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
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Orleans Capital Management Corp/la
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Taylor Financial Group, Inc.
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Morton Community Bank
|
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Meridian Financial, LLC
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Secured Retirement Advisors, Llc
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Jane Street Group, Llc
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Pallas Capital Advisors LLC
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Global Wealth Management Investment Advisory, Inc.
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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Covington Investment Advisors Inc.
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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Delta Financial Group, Inc.
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Saudi Central Bank
|
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Snowden Capital Advisors LLC
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Swedbank AB
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Aristotle Atlantic Partners, Llc
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BTC Capital Management, Inc.
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Compagnie Lombard Odier SCmA
|
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Schear Investment Advisers, LLC
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Bank Of Nova Scotia Trust Co
|
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Carson Advisory Inc.
|
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FSC Wealth Advisors, LLC
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Welch & Forbes Llc
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RMG Wealth Management LLC
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Ancora Advisors, LLC
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Pathway Financial Advisers, LLC
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Envestnet Asset Management Inc
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Brave Asset Management Inc
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NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
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LKBAX - LKCM Funds - LKCM Balanced Fund
|
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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Pandora Wealth, Inc.
|
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Willis Investment Counsel
|
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Y.D. More Investments Ltd
|
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Ervin Investment Management, LLC
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PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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Campbell & CO Investment Adviser LLC
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Compton Wealth Advisory Group, LLC
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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Neo Ivy Capital Management
|
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Aldebaran Financial Inc.
|
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Independent Advisor Alliance
|
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WP Advisors, LLC
|
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Nuveen Multi-Asset Income Fund
|
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VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
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Lifeworks Advisors, LLC
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Sabal Trust CO
|
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Bay Harbor Wealth Management, LLC
|
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SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
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DVY - iSHARES TRUST - iShares Select Dividend ETF
|
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TruWealth Advisors, LLC
|
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Nautilus Advisors LLC
|
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|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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|
Vega Investment Solutions
|
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|
VisionPoint Advisory Group, LLC
|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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|
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|
Aristotle Capital Management, LLC
|
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Lido Advisors, LLC
|
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|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
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|
Gwn Securities Inc.
|
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Investment House Llc
|
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Milestone Asset Management, Llc
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
Pacifica Partners Inc.
|
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|
Autumn Glory Partners, LLC
|
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|
Brown Advisory Inc
|
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|
Stansberry Asset Management, Llc
|
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|
Van Hulzen Asset Management, LLC
|
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|
Hemenway Trust Co LLC
|
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|
First National Advisers, LLC
|
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|
Strategic Investment Solutions, Inc. /IL
|
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|
Kapitalo Investimentos Ltda
|
|
|
|
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|
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
|
|
|
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|
Culbertson A N & Co Inc
|
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|
Lord, Abbett & Co. Llc
|
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|
Parthenon Llc
|
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|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
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|
Sl Advisors, Llc
|
|
|
|
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|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
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|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
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|
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|
Truvestments Capital Llc
|
|
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|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Terril Brothers, Inc.
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Lloyd Advisory Services, LLC.
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Walker Financial Services, Inc.
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Cornerstone Management, Inc.
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
TCM Advisors, LLC
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
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Greenup Street Wealth Management Llc
|
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Patton Albertson Miller Group, Llc
|
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Leisure Capital Management
|
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|
Hunter Associates Investment Management Llc
|
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|
Brighton Jones Llc
|
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|
EP Wealth Advisors, Inc.
|
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|
Lakeshore Capital Group, Inc.
|
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|
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|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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|
|
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|
Harbor Capital Advisors, Inc.
|
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|
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|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
Beacon Financial Group
|
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|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
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|
Savoir Faire Capital Management, L.P.
|
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|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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|
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|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
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|
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|
Bedell Frazier Investment Counseling, LLC
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N
|
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|
Seamount Financial Group Inc
|
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|
Viking Fund Management Llc
|
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|
Atlantic Edge Private Wealth Management, LLC
|
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|
Insight Wealth Strategies, LLC
|
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|
Dixon Mitchell Investment Counsel Inc.
|
|
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|
Fiduciary Trust Co
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Members Capital Advisors Inc
|
|
|
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|
|
Alteri Wealth LLC
|
|
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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|
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|
Mather Group, Llc.
|
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|
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|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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|
|
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|
17 Capital Partners, Llc
|
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|
IFG Advisory, LLC
|
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|
Atlanta Consulting Group Advisors, LLC
|
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|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
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|
Barclays Plc
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
|
|
|
|
|
St. Clair Advisors, LLC
|
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|
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|
Quantbot Technologies LP
|
|
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|
Anchor Capital Advisors Llc
|
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|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
|
|
Regent Peak Wealth Advisors LLC
|
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|
|
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|
Royal Capital Wealth Management, LLC
|
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|
Kfg Wealth Management, Llc
|
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|
Fairvoy Private Wealth, LLC
|
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|
Fairtree Asset Management (Pty) Ltd
|
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|
Zions Bancorporation, National Association /ut/
|
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|
LGT Group Foundation
|
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|
Well Done, LLC
|
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|
Bingham Private Wealth, Llc
|
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|
Fiduciary Alliance LLC
|
|
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|
|
|
Cordatus Wealth Management LLC
|
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|
Hughes Financial Services, LLC
|
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|
|
AE Wealth Management LLC
|
|
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|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
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|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
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|
|
|
GFG Capital, LLC
|
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|
|
|
KPP Advisory Services LLC
|
|
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|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Kovack Advisors, Inc.
|
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|
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|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Wela Strategies, Inc.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
Colony Family Offices, LLC
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Orser Capital Management, Llc
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Qvr Llc
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
PBJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Food & Beverage ETF
|
|
|
|
|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
YACKX - AMG FUNDS - AMG Yacktman Fund Class I
|
|
|
|
|
|
Westchester Capital Management, Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Socorro Asset Management LP
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
Tikehau Investment Management
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Financial Harvest, LLC
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
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Loomis Sayles & Co L P
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
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|
|
Hanover Advisors Inc
|
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|
American Trust
|
|
|
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|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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|
Patriot Financial Group Insurance Agency, LLC
|
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|
Valmark Advisers, Inc.
|
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|
Burns J W & Co Inc/ny
|
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|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
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|
Kestra Investment Management, LLC
|
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Harvest Portfolios Group Inc.
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Retirement Financial Solutions, Llc
|
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Quadrant Private Wealth Management, LLC
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OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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Level Four Advisory Services, Llc
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SMART Wealth LLC
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Matthew Goff Investment Advisor, LLC
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Atwater Malick LLC
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Morris Retirement Advisors, LLC
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Lifestyle Asset Management, Inc.
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Aberdeen Wealth Management LLC
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Icon Wealth Advisors, LLC
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Aufman Associates Inc
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Middleton & Co Inc/ma
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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HHM Wealth Advisors, LLC
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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Barnes Dennig Private Wealth Management LLC
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
Beacon Capital Management, LLC
|
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Legacy Wealth Managment, LLC/ID
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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Montag & Caldwell, Llc
|
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|
Quintet Private Bank (Europe) S.A.
|
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Ashton Thomas Private Wealth, LLC
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Northstar Financial Companies, Inc.
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
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|
Rnc Capital Management Llc
|
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Revisor Wealth Management LLC
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
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|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
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|
Occidental Asset Management, LLC
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Strategic Point Investment Advisors, LLC
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CFS Investment Advisory Services, LLC
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WealthBridge Investment Counsel Inc.
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Glen Eagle Advisors, LLC
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Elyxium Wealth, LLC
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Heritage Wealth Management, Inc.
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Ethos Financial Group, LLC
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|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
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|
Washington Trust Advisors, Inc.
|
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Swan Global Investments, LLC
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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|
Morey & Quinn Wealth Partners, LLC
|
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|
Inlight Wealth Management, LLC
|
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|
Halbert Hargrove Global Advisors, Llc
|
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|
Capital Advisors Inc/ok
|
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|
FT Vest Total Return Income Fund: Series A2
|
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|
Atomi Financial Group, Inc.
|
|
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|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
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|
|
Clarity Asset Management, Inc.
|
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Chickasaw Capital Management Llc
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|
Reston Wealth Management Llc
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Fullerton Fund Management Co Ltd
|
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Castle Rock Wealth Management, LLC
|
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LVW Advisors, LLC
|
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|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
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|
|
Estabrook Capital Management
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
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|
Keyvantage Wealth, Llc
|
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|
Phillips Financial Management, Llc
|
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|
TD Waterhouse Canada Inc.
|
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Attessa Capital LLC
|
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|
Post Resch Tallon Group Inc.
|
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|
Stonebridge Financial Group, LLC
|
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|
Paragon Private Wealth Management, LLC
|
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|
Aurdan Capital Management, LLC
|
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|
St. Johns Investment Management Company, LLC
|
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|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
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|
|
|
Cvfg Llc
|
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|
Archer Investment Corp
|
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|
Dynamic Advisor Solutions LLC
|
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Close Asset Management Ltd
|
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|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
United Advisor Group, LLC
|
|
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|
|
Safe Harbor Fiduciary, LLC
|
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|
|
ZEGA Investments, LLC
|
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|
Adalta Capital Management LLC
|
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|
|
Measured Risk Portfolios, Inc.
|
|
|
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|
Secure Asset Management, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
RMR Capital Management, LLC
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
Knott David M Jr
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Crabel Capital Management, LLC
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Cedar Point Capital Partners, LLC
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Vestia Personal Wealth Advisors
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Investment Planning Advisors, Inc.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Sightline Wealth Advisors, LLC
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Campbell Capital Management Inc
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Climber Capital SA
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Stonebridge Wealth Management, LLC
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
UDI - USCF ETF Trust - USCF Dividend Income Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
HC Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
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|
one8zero8, LLC
|
|
|
|
|
|
Arbor Wealth Advisors LLC
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
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|
|
Bradyco, Inc.
|
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|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
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|
Nicollet Investment Management, Inc.
|
|
|
|
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|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
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SOL Capital Management CO
|
|
|
|
|
|
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
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|
Stone House Investment Management, LLC
|
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CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
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|
Point72 (DIFC) Ltd
|
|
|
|
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Verity & Verity, LLC
|
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|
|
|
Cornerstone Planning Group LLC
|
|
|
|
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|
Texas Bank & Trust Co
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
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|
St. Louis Trust Co
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
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|
|
Alpine Bank Wealth Management
|
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|
|
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|
J. Safra Sarasin Holding AG
|
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|
|
|
|
Briaud Financial Planning, Inc
|
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|
RFP Financial Group LLC
|
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|
Trinity Legacy Partners, LLC
|
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|
Traveka Wealth, LLC
|
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|
Miracle Mile Advisors, LLC
|
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|
Emerald Advisors, LLC
|
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|
Smart Money Group LLC
|
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|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
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|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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|
Optas, LLC
|
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|
Marietta Investment Partners Llc
|
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|
Capstone Financial Advisors, Inc.
|
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|
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|
Brevan Howard Capital Management LP
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Hartland & Co., LLC
|
|
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|
|
|
JSF Financial, LLC
|
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|
Snider Financial Group
|
|
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|
Davidson Trust Co
|
|
|
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|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
TSA Wealth Managment LLC
|
|
|
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|
|
Xponance, Inc.
|
|
|
|
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|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
LRGG - Macquarie ETF Trust - Macquarie Focused Large Growth ETF
|
|
|
|
|
|
Semitam Bonam Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Coco Enterprises, LLC
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Stelac Advisory Services LLC
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Bienville Capital Management, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
NFC Investments, LLC
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
First Financial Bankshares Inc
|
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|
|
Aspiriant, Llc
|
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|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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|
Mountain Hill Investment Partners Corp.
|
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|
Parkside Financial Bank & Trust
|
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|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
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|
|
|
|
Prentiss Smith & Co Inc
|
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|
|
|
|
Dodds Wealth, LLC
|
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|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
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|
|
YOKE - EA Series Trust - Yoke Core ETF
|
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|
Certified Advisory Corp
|
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|
Morningstar Investment Management LLC
|
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SG Americas Securities, LLC
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|
PDS Planning, Inc
|
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|
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|
FRG Family Wealth Advisors LLC
|
|
|
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|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
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|
Meiji Yasuda Life Insurance Co
|
|
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
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|
IMC-Chicago, LLC
|
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|
FSA Wealth Management LLC
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ISAM Funds (UK) Ltd
|
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Ignite Planners, LLC
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Lsv Asset Management
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Iyo Bank, Ltd.
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FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
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Advantage Trust Co
|
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Bearing Point Capital, Llc
|
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Metis Global Partners, LLC
|
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
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Yousif Capital Management, Llc
|
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Sunflower Bank, N.A.
|
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Sicart Associates LLC
|
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MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
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Rehmann Capital Advisory Group
|
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Westpac Banking Corp
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
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Western Pacific Wealth Management, LP
|
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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|
LS Investment Advisors, LLC
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Manning & Napier Advisors Llc
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|
Viewpoint Capital Management LLC
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|
MorganRosel Wealth Management, LLC
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Grimes & Company, Inc.
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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Eclectic Associates Inc /adv
|
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Gables Capital Management Inc.
|
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Astoria Portfolio Advisors LLC.
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
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|
Legacy Financial Strategies, LLC
|
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ACSI - Tidal ETF Trust - American Customer Satisfaction ETF
|
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|
Fifth Third Bancorp
|
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|
Whitener Capital Management, Inc.
|
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Douglass Winthrop Advisors, LLC
|
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IFS Advisors, LLC
|
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FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
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|
Peoples Financial Services Corp.
|
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
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|
Tlwm
|
|
|
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|
DecisionPoint Financial, LLC
|
|
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|
|
Tanager Wealth Management LLP
|
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|
Qtron Investments LLC
|
|
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|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
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|
|
Novak & Powell Financial Services, Inc.
|
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|
Mark Sheptoff Financial Planning, Llc
|
|
|
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|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
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|
|
|
|
USS Investment Management Ltd
|
|
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|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Level Wealth Management LLC
|
|
|
|
|
|
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Windle Wealth, LLC
|
|
|
|
|
|
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
Defined Financial Planning LLC
|
|
|
|
|
|
Lazard Global Total Return & Income Fund Inc
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
OMAH - Tidal Trust III - VistaShares Target 15 Berkshire Select Income ETF
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Youngs Advisory Group, Inc.
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
American Financial & Tax Strategies Inc
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
HDOGX - HENNESSY FUNDS TRUST - Hennessy Total Return Fund Investor Class
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Capital & Planning, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Ycg, Llc
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
BCU Wealth Advisors, LLC
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Securian Funds Trust - SFT Ivy Growth Fund
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Mainsail Financial Group, LLC
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Brooktree Capital Management
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
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|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
Baker Tilly Financial, Llc
|
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|
Seven Springs Wealth Group, LLC
|
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|
Stonebridge Capital Advisors LLC
|
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|
Salomon & Ludwin, LLC
|
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|
Tidemark, LLC
|
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|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
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|
Klp Kapitalforvaltning As
|
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|
Allen Mooney & Barnes Investment Advisors LLC
|
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|
Clean Yield Group
|
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|
Old Port Advisors
|
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|
Alpha Cubed Investments, LLC
|
|
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|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
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|
S&co Inc
|
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|
Frederick Financial Consultants, LLC
|
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|
Gibbs Wealth Management
|
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|
Cozad Asset Management Inc
|
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|
Centricity Wealth Management, LLC
|
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|
General Partner, Inc.
|
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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|
Mpwm Advisory Solutions, Llc
|
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DekaBank Deutsche Girozentrale
|
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|
Banco Santander, S.A.
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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|
Auxier Asset Management
|
|
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|
Tocqueville Asset Management L.p.
|
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QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
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|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
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|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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|
Jeppson Wealth Management, Llc
|
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|
Avalon Trust Co
|
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|
Avantax Advisory Services, Inc.
|
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Kelly Financial Group Llc
|
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|
Ntv Asset Management Llc
|
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Cypress Wealth Services, LLC
|
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|
Sowell Financial Services LLC
|
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|
Fiduciary Financial Group, Llc
|
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|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
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|
Opal Wealth Advisors, LLC
|
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|
|
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|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
McBroom & Associates, LLC
|
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|
Chatham Capital Group, Inc.
|
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Arlington Trust Co LLC
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
Marco Investment Management Llc
|
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|
Holcombe Financial, Inc.
|
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Leigh Baldwin & Co., Llc
|
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|
BIP Wealth, LLC
|
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|
Cannon Financial Strategists, Inc.
|
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|
Citadel Investment Advisory, Inc.
|
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|
Citizens & Northern Corp
|
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|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
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|
Jump Financial, LLC
|
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|
|
Picton Mahoney Asset Management
|
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|
Westbourne Investments, Inc.
|
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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|
Winnow Wealth Llc
|
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Diversify Wealth Management, Llc
|
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Jfs Wealth Advisors, Llc
|
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|
Mirae Asset Securities (usa) Inc.
|
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|
Spire Wealth Management
|
|
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|
Bremer Bank National Association
|
|
|
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|
Bordeaux Wealth Advisors LLC
|
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Sagespring Wealth Partners, Llc
|
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|
Gluskin Sheff & Assoc Inc
|
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|
PineBridge Investments, L.P.
|
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Gladstone Institutional Advisory LLC
|
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|
HCR Wealth Advisors
|
|
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|
Chilton Capital Management Llc
|
|
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|
Veritas Investment Partners (UK) Ltd.
|
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
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|
SAM Advisors, LLC
|
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|
|
RFG Advisory, LLC
|
|
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|
|
Cross Staff Investments Inc
|
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|
|
Integras Partners LLC
|
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|
Palisade Asset Management, LLC
|
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|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Asset Planning Corporation
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a)
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Sage Financial Management Group, Inc.
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Cumberland Advisors Inc
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
Spdr Dow Jones Industrial Average Etf Trust
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Amarillo National Bank
|
|
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Greenwood Capital Associates Llc
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Altfest L J & Co Inc
|
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|
FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio
|
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|
Clear Investment Research, Llc
|
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|
Capital Analysts, Inc.
|
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|
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|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
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|
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|
True Wealth Design, LLC
|
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|
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|
Perpetual Ltd
|
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|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
Somerville Kurt F
|
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Foguth Wealth Management, LLC.
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First National Bank of Mount Dora, Trust Investment Services
|
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|
Claro Advisors LLC
|
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Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
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|
Colonial River Wealth Management, LLC
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Meridian Wealth Management, LLC
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First Trust Advisors Lp
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Cynosure Management, Llc
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Granite FO LLC
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Institute for Wealth Management, LLC.
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Robbins Farley Llc
|
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FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
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Canton Hathaway, LLC
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HS Management Partners, LLC
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Sterling Wealth Management, Inc.
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Healthcare Of Ontario Pension Plan Trust Fund
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|
Blueshift Asset Management, LLC
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|
Aaron Wealth Advisors LLC
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Kinloch Capital, LLC
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CRA Financial Services, LLC
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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|
Quent Capital, LLC
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Jefferies Financial Group Inc.
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|
Oversea-Chinese Banking CORP Ltd
|
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Wellspring Financial Advisors, LLC
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Glenmede Investment Management, LP
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Oxford Financial Group Ltd
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Lynch & Associates/in
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
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BNP Paribas Asset Management Holding S.A.
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
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Marshall Financial Group LLC
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Stuart Chaussee & Associates, Inc.
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Carret Asset Management, Llc
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Thoroughbred Financial Services, Llc
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Lewis Asset Management, LLC
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Philadelphia Trust Co
|
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Elgethun Capital Management
|
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Sanders Morris Harris Llc
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FARMX - FIDELITY SUMMER STREET TRUST - Fidelity Agricultural Productivity Fund
|
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|
Wealth Group, Ltd.
|
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|
Armstrong Advisory Group, Inc
|
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|
Kestra Advisory Services, LLC
|
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|
Concentric Capital Strategies, LP
|
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|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
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|
BKD Wealth Advisors, LLC
|
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|
Legacy Private Trust Co.
|
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|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
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|
New Millennium Group LLC
|
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|
Parvin Asset Management, LLC
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Gratus Wealth Advisors, LLC
|
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|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
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|
Credential Qtrade Securities Inc.
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
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|
Envestnet Portfolio Solutions, Inc.
|
|
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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|
Warwick Investment Management, Inc.
|
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Evelyn Partners Asset Management Ltd
|
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|
Elevation Series Trust - The Opal Dividend Income ETF
|
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|
Tiaa Trust, National Association
|
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|
Capital Advisors, Ltd. LLC
|
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ARTYX - ARTISAN PARTNERS FUNDS INC - Artisan Developing World Fund Investor Shares
|
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|
Magellan Asset Management Ltd
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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|
Paradigm Asset Management Co Llc
|
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|
Integral Investment Advisors, Inc.
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|
WNY Asset Management, LLC
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
Vantage Financial Partners, LLC
|
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|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
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|
Mendel Capital Management LLC
|
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|
VCULX - VALIC Co I - Growth Fund
|
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|
|
Powers Advisory Group, LLC
|
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|
Marex Group plc
|
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|
Perfromance Wealth Partners, LLC
|
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|
Bruce G. Allen Investments, LLC
|
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|
LGT Financial Advisors LLC
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|
Centaurus Financial, Inc.
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
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|
Allred Capital Management, LLC
|
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|
Pettyjohn, Wood & White, Inc
|
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|
Capital Investment Advisory Services, LLC
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|
Delta Investment Management, LLC
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|
Hanlon Investment Management, Inc.
|
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|
Prosperity Financial Group, Inc.
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|
Rathbone Brothers plc
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|
Farringdon Capital, Ltd.
|
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|
Baldwin Brothers Inc/ma
|
|
|
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|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
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|
|
Souders Financial Advisors
|
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|
|
|
|
Donaldson Capital Management, Llc
|
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|
|
|
OneAscent Family Office, LLC
|
|
|
|
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|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
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|
M. Kraus & Co
|
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|
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|
Mv Capital Management, Inc.
|
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|
|
|
Coastal Bridge Advisors, LLC
|
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|
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|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
VanWeelden Wealth Management, LLC
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Galilei Investment Office LLP
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Rather & Kittrell, Inc.
|
|
|
|
|
|
Brandywine Trust Co
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Requisite Capital Management, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Kennon-Green & Company, LLC
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Reik & Co., Llc
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
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Global Trust Asset Management, LLC
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
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InvesTrust
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Guardian Wealth Advisors, Llc / Nc
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Newport Capital Group, LLC
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Birmingham Capital Management Co Inc/al
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FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
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North Star Investment Management Corp.
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Meridian Financial Partners LLC
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Country Club Bank /gfn
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Katamaran Capital LLP
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Trust Co
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Tang Capital Management Llc
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QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
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National Mutual Insurance Federation of Agricultural Cooperatives
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Prossimo Advisors, LLC
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Horizon Funds - HORIZON EXPEDITION PLUS ETF
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
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W.H. Cornerstone Investments Inc.
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Russell Investments Group, Ltd.
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Crestwood Advisors Group LLC
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WCG Wealth Advisors LLC
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HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
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Inman Jager Wealth Management, LLC
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S&t Bank/pa
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Centerpoint Advisors, LLC
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Mission Creek Capital Partners, Inc.
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ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
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FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
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Eagle Wealth Strategies Llc
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Brightwater Advisory LLC
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Capital International Inc /ca/
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Ascent Capital Management, LLC
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Granite Harbor Advisors, Inc.
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Crescent Grove Advisors, LLC
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RiverFront Investment Group, LLC
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Essex Savings Bank
|
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Oak Asset Management, LLC
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
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William Allan, Llc
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Cypress Point Wealth Management, LLC
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
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Inscription Capital, LLC
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Charter Oak Capital Management, LLC
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Investor's Fiduciary Advisor Network, LLC
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DMG Group, LLC
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Citizens Financial Group Inc/ri
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
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Jessup Wealth Management, Inc
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Callahan Advisors, LLC
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Grandview Asset Management LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
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Fisher Asset Management, LLC
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Cornerstone Total Return Fund Inc
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Spartan Planning & Wealth Management
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Eight 31 Financial Llc
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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Steward Partners Investment Advisory, Llc
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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Folger Nolan Fleming Douglas Capital Management, Inc
|
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National Pension Service
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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Cetera Investment Advisers
|
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Mission Wealth Management, Lp
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Rexford Capital Inc
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Vontobel Holding Ltd.
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W Advisors, Llc
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SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
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Teacher Retirement System Of Texas
|
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Steigerwald, Gordon & Koch Inc.
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Boyar Asset Management Inc.
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Sienna Gestion
|
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Adirondack Trust Co
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF
|
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Intact Investment Management Inc.
|
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Buck Wealth Strategies, LLC
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CapWealth Advisors, LLC
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D.B. Root & Company, LLC
|
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Kellett Schaffner Wealth Advisors LLC
|
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ABLE Financial Group, LLC
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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Anchor Investment Management, LLC
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Achmea Investment Management B.V.
|
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Quaker Wealth Management, LLC
|
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Sierra Capital LLC
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Per Stirling Capital Management, LLC.
|
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Primecap Management Co/ca/
|
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Roble, Belko & Company, Inc
|
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|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
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|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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|
Boomfish Wealth Group, LLC
|
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|
Country Trust Bank
|
|
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|
Sunpointe, LLC
|
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Braun Stacey Associates Inc
|
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|
Invictus Private Wealth, Llc
|
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Regimen Wealth, Llc
|
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Ostrum Asset Management
|
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Hikari Power Ltd
|
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|
Bolthouse Investments, LLC
|
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Roxbury Financial LLC
|
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|
Wedmont Private Capital
|
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|
KC Investment Advisors, LLC
|
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|
Fiera Capital Corp
|
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|
Money Concepts Capital Corp
|
|
|
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|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
First International Bank & Trust
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
ACT Advisors, LLC.
|
|
|
|
|
|
Watchman Group, Inc.
|
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|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Fosun International Ltd
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Saratoga Research & Investment Management
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Planning Center, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
|
|
DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Noble Family Wealth, LLC
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Ayrshire Capital Management LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Instrumental Wealth, Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
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|
SYM FINANCIAL Corp
|
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|
Cornerstone Advisors, LLC
|
|
|
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|
Rbo & Co 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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|
Raymond James Financial Inc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
|
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|
Green Harvest Asset Management LLC
|
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|
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|
Strategic Advisors LLC
|
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|
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|
Argyle Capital Partners, LLC
|
|
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|
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|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
|
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|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
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|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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|
CX Institutional
|
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|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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|
Sky Investment Group LLC
|
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Hoxton Planning & Management, LLC
|
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Gilman Hill Asset Management, LLC
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
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|
Beutel, Goodman & Co Ltd.
|
|
|
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|
Stifel Financial Corp
|
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|
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Ami Investment Management Inc
|
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Hills Bank & Trust Co
|
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Mcrae Capital Management Inc
|
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Slagle Financial, LLC
|
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Cary Street Partner Investment Advisory Llc
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
Penserra Capital Management LLC
|
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|
Marion Wealth Management
|
|
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|
GAMMA Investing LLC
|
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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Aware Super Pty Ltd as trustee of Aware Super
|
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|
Wealth Alliance
|
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Wagner Wealth Management, Llc
|
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Cibc World Markets Corp
|
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DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
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|
Norinchukin Bank, The
|
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|
Koss-Olinger Consulting, LLC
|
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Silver Coast Investments LLC
|
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Putnam Fl Investment Management Co
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
Horizon Family Wealth, Inc.
|
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Hollow Brook Wealth Management LLC
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
Providence First Trust Co
|
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PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
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|
Bernard Wealth Management Corp.
|
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Ingalls & Snyder Llc
|
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Wall Street Access Asset Management, LLC
|
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Nordea Investment Management Ab
|
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Ames National Corp
|
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Retirement Planning Group
|
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Philip James Wealth Mangement, LLC
|
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Driehaus Capital Management Llc
|
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Yeomans Consulting Group, Inc.
|
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Wealth Architects, LLC
|
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Marcum Wealth, LLC
|
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Sierra Summit Advisors Llc
|
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Doliver Advisors, Lp
|
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LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
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|
Aigen Investment Management, Lp
|
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Canopy Partners, LLC
|
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|
Fortis Group Advisors, LLC
|
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West Family Investments, Inc.
|
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Pinnacle Wealth Planning Services, Inc.
|
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|
Panagora Asset Management Inc
|
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|
Northern Trust Corp
|
|
|
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|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
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|
Modern Wealth Management, LLC
|
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|
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|
Destination Wealth Management
|
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|
MKT Advisors LLC
|
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Regatta Capital Group, Llc
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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Alken Asset Management Ltd.
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Northcape Wealth Management, Llc
|
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Forum Financial Management, LP
|
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
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|
Bond & Devick Financial Network, Inc.
|
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|
Wolverine Trading, Llc
|
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|
Fruth Investment Management
|
|
|
|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
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|
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|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Santori & Peters, Inc.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Crystal Rock Capital Management
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
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RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF
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Davis Capital Management
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
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CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
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Colonial Trust Advisors
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Compass Financial Group, INC/SD
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Formidable Asset Management, LLC
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
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Oregon Public Employees Retirement Fund
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
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Stolper Co
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Handelsbanken Fonder AB
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Aft, Forsyth & Company, Inc.
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
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Whittier Trust Co
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Adage Capital Partners Gp, L.l.c.
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
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Quantinno Capital Management LP
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Puzo Michael J
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Sara-Bay Financial
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Key FInancial Inc
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Howe & Rusling Inc
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
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Cultivar Capital, Inc.
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Greenfield Savings Bank
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Payden & Rygel
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Ag2r La Mondiale Gestion D'actifs
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Bleakley Financial Group, LLC
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Marshall Wace, Llp
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Capital Investment Advisors, LLC
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Prudent Man Advisors, LLC
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PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
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Signature Resources Capital Management, LLC
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NWF Advisory Services Inc.
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
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Stenger Family Office, LLC
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Kingsview Wealth Management, LLC
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ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
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Winton Capital Group Ltd
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
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Dillon & Associates Inc
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Pekin Hardy Strauss, Inc.
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Sofos Investments, Inc.
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
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Capital Advantage, Inc.
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Townsquare Capital Llc
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Liberty All Star Equity Fund
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HBW Advisory Services LLC
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Builder Investment Group Inc /adv
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
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Stablepoint Partners, LLC
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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Kentucky Retirement Systems
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Arrow Financial Corp
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Sterling Investment Advisors, Ltd.
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Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
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Hendershot Investments Inc.
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Gladius Capital Management LP
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Live Oak Private Wealth LLC
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Zwj Investment Counsel Inc
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Your Advocates Ltd., LLP
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PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
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First Heartland Consultants, Inc.
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John G Ullman & Associates Inc
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Beacon Investment Advisory Services, Inc.
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Candriam Luxembourg S.C.A.
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AdvisorNet Financial, Inc
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Valicenti Advisory Services Inc
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Fort Sheridan Advisors Llc
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Rothschild Capital Partners, LLC
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BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
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Financial Advisors Network, Inc.
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Eagle Bay Advisors LLC
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OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
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RFG - Bristol Wealth Advisors, LLC
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Gibson Capital, LLC
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Tranquility Partners, LLC
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LKEQX - LKCM Funds - LKCM Equity Fund
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
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Vise Technologies, Inc.
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Geneos Wealth Management Inc.
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Flaharty Asset Management, LLC
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NJ State Employees Deferred Compensation Plan
|
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Evercore Wealth Management, LLC
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Cornerstone Capital, Inc.
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Patrick M Sweeney & Associates, Inc
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Amplify ETF Trust - Amplify AI Powered Equity ETF
|
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Whipplewood Advisors, LLC
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Night Squared LP
|
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DOGG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest DJIA Dogs 10 Target Income ETF
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Motive Wealth Advisors
|
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EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
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Ar Asset Management Inc
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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Compass Ion Advisors, LLC
|
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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Physicians Financial Services, Inc.
|
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FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
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|
World Equity Group, Inc.
|
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Nomura Holdings Inc
|
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AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
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|
Walleye Capital LLC
|
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|
Hudson Bay Capital Management LP
|
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|
GM Advisory Group, Inc.
|
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Pitcairn Co
|
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FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
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|
|
Syverson Strege & Co
|
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|
Rede Wealth, LLC
|
|
|
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|
|
Pullen Investment Management, LLC
|
|
|
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|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
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|
Simplex Trading, Llc
|
|
|
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|
|
Searle & Co.
|
|
|
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|
Trust Co Of Toledo Na /oh/
|
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CGC Financial Services, LLC
|
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