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Mission Creek Capital Partners, Inc.
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Exencial Wealth Advisors, Llc
|
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
Beutel, Goodman & Co Ltd.
|
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|
Parkworth Wealth Management, Inc.
|
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Farmers National Bank
|
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Meiji Yasuda Asset Management Co Ltd.
|
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SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
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|
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund
|
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|
Sunpointe, LLC
|
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McGlone Suttner Wealth Management, Inc.
|
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GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
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GFGEX - Capitol Series Trust - Guardian Fundamental Global Equity Fund Institutional Shares
|
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|
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|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
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|
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|
Nicollet Investment Management, Inc.
|
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Wilkinson Global Asset Management LLC
|
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MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
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|
|
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|
Diversify Wealth Management, Llc
|
|
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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CBOE Vest Financial, LLC
|
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VeraBank, N.A.
|
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CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
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Grandfield & Dodd, Llc
|
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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|
Covenant Partners, LLC
|
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Intrua Financial, LLC
|
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Hirtle Callaghan & Co LLC
|
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Coldstream Capital Management Inc
|
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CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
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Tranquility Partners, LLC
|
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SummitTX Capital, L.P.
|
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DecisionMap Wealth Management, LLC
|
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Heartland Bank & Trust Co
|
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|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
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|
Fortis Capital Advisors, LLC
|
|
|
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|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
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|
Asset Advisors Investment Management, LLC
|
|
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|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
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|
Delta Financial Group, Inc.
|
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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Cerity Partners LLC
|
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|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
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|
BlackDiamond Wealth Management Inc.
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CNB Bank
|
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RMR Wealth Builders
|
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Doliver Advisors, Lp
|
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RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
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|
Avion Wealth
|
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Oribel Capital Management, LP
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
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|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
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|
|
Coppell Advisory Solutions LLC
|
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|
|
PARK CIRCLE Co
|
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
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|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
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Smithbridge Asset Management Inc/de
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Sivia Capital Partners, LLC
|
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
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|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
Peak Asset Management, LLC
|
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|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
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|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
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|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
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|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
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|
|
Arvest Investments, Inc.
|
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|
Sather Financial Group Inc
|
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|
Crescent Grove Advisors, LLC
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
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|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
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|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
|
|
|
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
WCMI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust WCM International Equity ETF
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Raub Brock Capital Management LP
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Findlay Park Partners LLP
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Tran Capital Management, L.p.
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
S&t Bank/pa
|
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Retirement Planning Co of New England, Inc.
|
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|
Nomura Asset Management Co Ltd
|
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|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
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|
|
First Horizon Advisors, Inc.
|
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|
|
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|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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|
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|
|
Ellevest, Inc.
|
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|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
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|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
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|
D.a. Davidson & Co.
|
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|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
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|
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|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
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|
Group One Trading, L.p.
|
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|
|
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|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
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|
|
|
|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
Berkshire Bank
|
|
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|
Resona Asset Management Co.,Ltd.
|
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Searle & Co.
|
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Diversified Portfolios, Inc.
|
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Griffin Asset Management, Inc.
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Capital International Ltd /ca/
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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Brown Miller Wealth Management, LLC
|
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|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
Agf Management Ltd
|
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|
NFP Retirement, Inc.
|
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USS Investment Management Ltd
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APG Asset Management US Inc.
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
Dundas Partners LLP
|
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Azimuth Capital Investment Management LLC
|
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DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
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|
Tandem Investment Advisors, Inc.
|
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CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
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IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
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|
Sunburst Financial Group, LLC
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ExodusPoint Capital Management, LP
|
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First Financial Corp /in/
|
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Ransom Advisory, Ltd
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Napatree Capital Llc
|
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|
MOKAN Wealth Management Inc.
|
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|
Slow Capital, Inc.
|
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Venturi Wealth Management, LLC
|
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Numerai GP LLC
|
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|
Utah Retirement Systems
|
|
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Prudential Plc
|
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ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
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|
Avestar Capital, LLC
|
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|
Cidel Asset Management Inc
|
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|
Fiduciary Trust Co
|
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|
Credit Agricole S A
|
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|
Neumann Capital Management, LLC
|
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|
Kensington Investment Counsel, LLC
|
|
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|
Sowell Financial Services LLC
|
|
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|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
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|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
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|
|
Cedar Wealth Management, LLC
|
|
|
|
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|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
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|
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares
|
|
|
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|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
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|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
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|
Greenleaf Trust
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
TISLX - TRANSAMERICA FUNDS - Transamerica International Sustainable Equity R6
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A)
|
|
|
|
|
|
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
VELA Funds - VELA Income Opportunities Fund Class A
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
|
|
|
|
|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
POLRX - FundVantage Trust - Polen Growth Fund Investor Class
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Nicholson Meyer Capital Management, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
FBOT - FIDELITY COVINGTON TRUST - Fidelity Disruptive Automation ETF
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
McBroom & Associates, LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Cooksen Wealth, LLC
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
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Scotia Capital Inc.
|
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S.E.E.D. Planning Group LLC
|
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ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
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|
Acima Private Wealth, Llc
|
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|
Key FInancial Inc
|
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Financial Perspectives, Inc
|
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Tcfg Wealth Management, Llc
|
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|
Crumly & Associates Inc.
|
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|
Scientech Research LLC
|
|
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|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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|
Procyon Private Wealth Partners, LLC
|
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|
Robertson Stephens Wealth Management, LLC
|
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|
Haverford Trust Co
|
|
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
Foster Dykema Cabot & Partners, Llc
|
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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Alley Investment Management Company, LLC
|
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Cincinnati Insurance Co
|
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|
Clarius Group, LLC
|
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Mariner, LLC
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HMV Wealth Advisors, LLC
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Arrowstreet Capital, Limited Partnership
|
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Massachusetts Financial Services Co /ma/
|
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DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
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|
Stone House Investment Management, LLC
|
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Fisher Asset Management, LLC
|
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QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
|
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|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
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Evermay Wealth Management Llc
|
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North Star Asset Management Inc
|
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Tudor Investment Corp Et Al
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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Nordea Investment Management Ab
|
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Creative Planning
|
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Castleview Partners, Llc
|
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Central Bank & Trust Co
|
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SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
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JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
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|
Winthrop Capital Management, LLC
|
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Kendall Capital Management
|
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Sig Brokerage, Lp
|
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Atlantic Edge Private Wealth Management, LLC
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
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VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
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|
|
Mechanics Bank Trust Department
|
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|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
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|
Crowley Wealth Management, Inc.
|
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|
Ilex Capital Partners (UK) LLP
|
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Inscription Capital, LLC
|
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Jlb & Associates Inc
|
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Crake Asset Management LLP
|
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Rogco, Lp
|
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Aries Wealth Management
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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Eagle Wealth Strategies Llc
|
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Bellwether Advisors, LLC
|
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Clearbridge Investments, LLC
|
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JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
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Waddell & Associates, Llc
|
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Boston Family Office Llc
|
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Sherbrooke Park Advisers Llc
|
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Dana Investment Advisors, Inc.
|
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Jensen Investment Management Inc
|
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SRN Advisors, LLC
|
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|
Triglav Skladi, D.o.o.
|
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
Banque de Luxembourg S.A.
|
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|
|
South Plains Financial, Inc.
|
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|
Valued Wealth Advisors LLC
|
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|
|
Compass Capital Management, Inc
|
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|
|
Fiera Capital Corp
|
|
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|
Rakuten Securities, Inc.
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
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|
Headinvest, Llc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
NAN FUNG TRINITY (HK) Ltd
|
|
|
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|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
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|
|
Westhampton Capital, LLC
|
|
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|
|
|
Total Investment Management Inc
|
|
|
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|
|
GoalFusion Wealth Management, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
|
|
|
|
|
Park National Corp /oh/
|
|
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|
|
|
Madison Asset Management, LLC
|
|
|
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|
Wendell David Associates Inc
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
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|
|
|
Matrix Trust Co
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
Terra Alpha Investments LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Martin Investment Management, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Henry James International Management Inc.
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
WVALX - WEITZ FUNDS - Value Fund - Investor Class
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Atria Investments Llc
|
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Cincinnati Financial Corp
|
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Advantage Advisers Xanthus Fund, L.l.c.
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City Holding Co
|
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Plato Investment Management Ltd
|
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|
Cetera Investment Advisers
|
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|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
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|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
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United Community Bank
|
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Kmg Fiduciary Partners, Llc
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Stephens Inc /ar/
|
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Paradigm Financial Partners, Llc
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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Marquette Asset Management, LLC
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Hennion & Walsh Asset Management, Inc.
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Investment Counsel Co Of Nevada
|
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. International Growth Fund Series II
|
|
|
|
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|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
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|
Asset Dedication, LLC
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Wolverine Asset Management Llc
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Tikehau Investment Management
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JGP Wealth Management, LLC
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Raab & Moskowitz Asset Management LLC
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Venture Visionary Partners LLC
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
Orion Portfolio Solutions, LLC
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RKL Wealth Management LLC
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W.H. Cornerstone Investments Inc.
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Swiss National Bank
|
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Oak Associates Ltd /oh/
|
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
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Weaver Capital Management LLC
|
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Moloney Securities Asset Management, LLC
|
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Cohen Klingenstein LLC
|
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LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
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Curbstone Financial Management Corp
|
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ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
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Bank Of Stockton
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
Oakworth Capital, Inc.
|
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AA Financial Advisors, LLC
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EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
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Horizon Bancorp Inc /in/
|
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Precision Wealth Strategies, LLC
|
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Omnia Family Wealth, LLC
|
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|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
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|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
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|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
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SC&H Financial Advisors, Inc.
|
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FSA Wealth Management LLC
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Promus Capital, LLC
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Westside Investment Management, Inc.
|
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Sentry Investment Management Llc
|
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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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Riverbridge Partners Llc
|
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Alpha Cubed Investments, LLC
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Royal Bank Of Canada
|
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Sanders Capital, LLC
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Abel Hall, LLC
|
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|
Sage Private Wealth Group, Llc
|
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|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
|
|
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|
|
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund
|
|
|
|
|
|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
|
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|
Adage Capital Partners Gp, L.l.c.
|
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|
Voleon Capital Management Lp
|
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|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
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|
|
St. Johns Investment Management Company, LLC
|
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|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
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|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
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|
|
Fulton Bank, N.a.
|
|
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|
|
Profunds - Profund Vp Ultrabull
|
|
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|
Investment Advisory Services Inc /tx /adv
|
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|
Stableford Capital Ii Llc
|
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|
|
Bare Financial Services, Inc
|
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|
|
Cincinnati Specialty Underwriters Insurance CO
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
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|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
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|
|
MAI Capital Management
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Discipline Wealth Solutions, LLC
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Swan Global Investments, LLC
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Weitz Investment Management, Inc.
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
Blackrock Enhanced Global Dividend Trust
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
LRI Investments, LLC
|
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|
Amica Retiree Medical Trust
|
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|
Van Eck Associates Corp
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
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|
Confluence Wealth Services, Inc.
|
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|
Tanaka Capital Management Inc
|
|
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|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
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|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
SSIFX - SATURNA INVESTMENT TRUST - Sextant International Fund Investor Shares
|
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|
Parkwoods Wealth Partners, LLC
|
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|
SS&H Financial Advisors, Inc.
|
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|
Wetherby Asset Management Inc
|
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|
CFS Investment Advisory Services, LLC
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
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|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
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|
|
Ameritas Advisory Services, LLC
|
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|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
Allstate Corp
|
|
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|
Jackson Hole Capital Partners, LLC
|
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SLWGX - VALUED ADVISERS TRUST - Slow Capital Growth Fund
|
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|
Wealth Alliance
|
|
|
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|
VBCVX - VALIC Co I - Systematic Value Fund
|
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|
Scott Marsh Financial, LLC
|
|
|
|
|
|
XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
|
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|
|
Oliver Lagore Vanvalin Investment Group
|
|
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|
RFG Advisory, LLC
|
|
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|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
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|
YHB Investment Advisors, Inc.
|
|
|
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|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
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|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
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|
Notis-McConarty Edward
|
|
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|
Petrus Trust Company, LTA
|
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|
Empower Advisory Group, LLC
|
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|
New Millennium Group LLC
|
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|
Segment Wealth Management, LLC
|
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|
Gerber, Llc
|
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|
Legal & General Group Plc
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
Old Port Advisors
|
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|
Red Tortoise LLC
|
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|
Plimoth Trust Co Llc
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
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|
Eisler Capital Management Ltd.
|
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|
Tectonic Advisors Llc
|
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Profunds - Profund Vp Bull
|
|
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|
Rafferty Asset Management, LLC
|
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|
AlphaStar Capital Management, LLC
|
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|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Andra AP-fonden
|
|
|
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|
|
Capital International Sarl
|
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|
Nuveen, LLC
|
|
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|
Farmers & Merchants Investments Inc
|
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|
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|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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|
Stonebridge Capital Advisors LLC
|
|
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|
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|
Mach-1 Financial Group, Inc.
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
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|
Argent Trust Co
|
|
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|
Allworth Financial LP
|
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|
Hillsdale Investment Management Inc.
|
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|
Hamilton Point Investment Advisors, LLC
|
|
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|
|
National Asset Management, Inc.
|
|
|
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|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
FundVantage Trust - Polen Growth & Income Fund Institutional Class
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
ARIFX - Aristotle Funds Series Trust - Aristotle International Equity Fund II Class I
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
|
|
|
|
|
OCMPX - LAZARD FUNDS INC - Lazard International Quality Growth Portfolio Open Shares
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
QTUM - ETF Series Solutions - Defiance Quantum ETF
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Reik & Co., Llc
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
|
|
|
|
|
Magnolia Private Wealth, LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Growth Fund Class C
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
|
|
|
|
|
Rainey & Randall Investment Management Inc.
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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|
Compagnie Lombard Odier SCmA
|
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|
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|
Hollow Brook Wealth Management LLC
|
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|
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
|
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|
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|
|
Winthrop Advisory Group LLC
|
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|
Congress Asset Management Co /ma
|
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IFP Advisors, Inc
|
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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|
Commerzbank Aktiengesellschaft /fi
|
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|
Graypoint LLC
|
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Soltis Investment Advisors LLC
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|
Bank Of Montreal /can/
|
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|
Ambassador Advisors, LLC
|
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|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
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|
|
Farmers Trust Co
|
|
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Kinneret Advisory, LLC
|
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TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
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DSG Capital Advisors, LLC
|
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Elo Mutual Pension Insurance Co
|
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Bangor Savings Bank
|
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Ronald Blue Trust, Inc.
|
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Clifford Swan Investment Counsel Llc
|
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Root Financial Partners, LLC
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Axxcess Wealth Management, Llc
|
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Sage Mountain Advisors LLC
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Brave Asset Management Inc
|
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Caitlin John, LLC
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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|
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|
Nicholson Wealth Management Group, LLC
|
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Merit Financial Group, LLC
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
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|
M. Kraus & Co
|
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Bridgewater Advisors Inc.
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Selective Wealth Management, Inc.
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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Maple Capital Management, Inc.
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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Magnus Financial Group LLC
|
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Jarislowsky, Fraser Ltd
|
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Osher Van de Voorde Investment Management
|
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TCG Advisory Services, LLC
|
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Portside Wealth Group, LLC
|
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Hgk Asset Management Inc
|
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CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
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|
Parkside Financial Bank & Trust
|
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KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
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|
Choate Investment Advisors
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
UBS Group AG
|
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LeClair Wealth Partners LLC
|
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China Universal Asset Management Co., Ltd.
|
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IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
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|
Farmers & Merchants Trust Co of Long Beach
|
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Strategic Wealth Partners, Ltd.
|
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IXN - iSHARES TRUST - iShares Global Tech ETF
|
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|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
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|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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Chilton Investment Co Llc
|
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EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
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|
Lindbrook Capital, Llc
|
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
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|
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|
Caisse De Depot Et Placement Du Quebec
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
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|
Mirova US LLC
|
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CTC Alternative Strategies, Ltd.
|
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|
Flagship Harbor Advisors, Llc
|
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IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
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|
Heirloom Wealth Management
|
|
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|
Mount Yale Investment Advisors, LLC
|
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|
Thomas Story & Son Llc
|
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|
Evercore Wealth Management, LLC
|
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|
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|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
ROM - PROSHARES TRUST - ProShares Ultra Technology
|
|
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|
Trexquant Investment LP
|
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|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
|
|
|
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|
Uniting Wealth Partners, LLC
|
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|
|
|
TANDX - PFS FUNDS - Castle Tandem Fund Institutional
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
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|
|
Groupama Asset Managment
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
AMJ Financial Wealth Management
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Haverford Financial Services, Inc.
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Cincinnati Casualty Co
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
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Qtron Investments LLC
|
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WPVLX - WEITZ FUNDS - Partners Value Fund - Investor Class
|
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Colorado Capital Management, Inc.
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Angeles Wealth Management, Llc
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Polen Capital Management Llc
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
Gladstone Institutional Advisory LLC
|
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|
Austin Private Wealth, LLC
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|
Glenmede Trust Co Na
|
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|
Citadel Advisors Llc
|
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ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
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|
Dash Acquisitions Inc.
|
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Ted Buchan & Co
|
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Lyell Wealth Management, Lp
|
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Schonfeld Strategic Advisors LLC
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Woodward Diversified Capital, Llc
|
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XML Financial, LLC
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DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
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|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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|
Atria Wealth Solutions, Inc.
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Heritage Wealth Advisors
|
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Te Ahumairangi Investment Management Ltd
|
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SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
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|
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|
OneAscent Wealth Management LLC
|
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|
Apella Capital, LLC
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
Exchange Capital Management, Inc.
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SevenBridge Financial Group, LLC
|
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GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
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Capstone Triton Financial Group, LLC
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
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|
Moment Partners, LLC
|
|
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|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
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|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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|
Cooper Financial Group
|
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Everhart Financial Group, Inc.
|
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MGB Wealth Management, LLC
|
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USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
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Saxony Capital Management, LLC
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Grove Bank & Trust
|
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Penobscot Investment Management Company, Inc.
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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Signaturefd, Llc
|
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CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
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|
EP Wealth Advisors, Inc.
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
Wilkins Investment Counsel Inc
|
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|
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class
|
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|
Letson Investment Management, Inc.
|
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ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
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|
Hummer Financial Advisory Services Inc
|
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|
|
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
Mitchell Sinkler & Starr/pa
|
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|
Northside Capital Management, LLC
|
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|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
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|
|
Charter Capital Management, LLC\DE
|
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NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
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|
Truist Financial Corp
|
|
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|
FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C
|
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|
Parcion Private Wealth LLC
|
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|
|
West Paces Advisors Inc.
|
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|
WestEnd Advisors, LLC
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
Founders Financial Securities Llc
|
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|
Glenmede Investment Management, LP
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
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|
|
Troy Asset Management Ltd
|
|
|
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|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Lionsbridge Wealth Management LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
|
|
|
|
|
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
|
|
|
|
|
|
GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
CSU Producer Resources, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Mirabaud Asset Management Ltd
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Carbahal Olsen Financial Services Group, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
Evexia Wealth Llc
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
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|
United Capital Financial Advisers, Llc
|
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|
Concord Asset Management, LLC/VA
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
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|
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|
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
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|
Northern Trust Corp
|
|
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|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
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|
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|
Willner & Heller, Llc
|
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|
Silverlake Wealth Management Llc
|
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|
Goodman Advisory Group, LLC
|
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|
King Luther Capital Management Corp
|
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CarsonAllaria Wealth Management, Ltd.
|
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Roman Butler Fullerton & Co
|
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|
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund
|
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|
Woodley Farra Manion Portfolio Management Inc
|
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|
Moisand Fitzgerald Tamayo, LLC
|
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|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
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|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
|
|
|
Wolff Wiese Magana Llc
|
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|
|
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|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
|
Annandale Capital, LLC
|
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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Syon Capital Llc
|
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PBFDX - FORUM FUNDS - Payson Total Return Fund
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
|
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|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
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|
OV Management LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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|
|
|
|
AXS Investments LLC
|
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|
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Jones Financial Companies Lllp
|
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Taurus Asset Management, Llc
|
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LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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|
|
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|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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|
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|
GFG Capital, LLC
|
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|
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|
Insight Advisors, LLC/ PA
|
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Suncoast Equity Management
|
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Kesler, Norman & Wride, LLC
|
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Institute for Wealth Management, LLC.
|
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Beacon Capital Management, LLC
|
|
|
|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
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|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
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|
|
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|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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|
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|
Sawyer & Company, Inc
|
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Operose Advisors LLC
|
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MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
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Newbridge Financial Services Group, Inc.
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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Jacobsen Capital Management
|
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JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
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We Are One Seven, LLC
|
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|
Wedbush Securities Inc
|
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Farmers & Merchants Trust Co of Chambersburg PA
|
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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Schwerin Boyle Capital Management Inc
|
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First Long Island Investors, LLC
|
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|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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|
Ethic Inc.
|
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Front Row Advisors LLC
|
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Amalgamated Bank
|
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|
First National Bank Of Omaha
|
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Live Oak Private Wealth LLC
|
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Adams Diversified Equity Fund, Inc.
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
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|
Catalyst Financial Partners Llc
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
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|
S.A. Mason LLC
|
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|
D'Orazio & Associates, Inc.
|
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|
Bdf-gestion
|
|
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|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
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|
Kiker Wealth Management, LLC
|
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|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
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|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
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|
|
Howe & Rusling Inc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
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|
|
|
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
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|
Councilmark Asset Management, LLC
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
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|
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|
Silvercrest Asset Management Group Llc
|
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|
L2 Asset Management, LLC
|
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|
Heron Bay Capital Management
|
|
|
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|
Garde Capital, Inc.
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
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|
West Michigan Advisors, Llc
|
|
|
|
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|
Kane Investment Management, Inc.
|
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|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
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|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Motco
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
VNIYX - Advisors' Inner Circle Fund II - VONTOBEL INTERNATIONAL EQUITY FUND Y Shares
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Technology
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
VIDI - ETF Series Solutions - Vident International Equity Fund
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Dahring | Cusmano Llc
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
FDTX - FIDELITY COVINGTON TRUST - Fidelity Disruptive Technology ETF
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
jvl associates llc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
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SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
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PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
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TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
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Sequoia Financial Advisors, LLC
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Boyd Watterson Asset Management Llc/oh
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
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Eagle Rock Investment Company, Llc
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Guardcap Asset Management Ltd
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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SILVER OAK SECURITIES, Inc
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MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
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PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
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Financial Network Wealth Management LLC
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Schwartz Investment Counsel Inc
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Concord Wealth Partners
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McGowan Group Asset Management, Inc.
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DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
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Renaissance Technologies Llc
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McElhenny Sheffield Capital Management, LLC
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Natural Investments, Llc
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
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Financial Gravity Companies, Inc.
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First Community Trust Na
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Quent Capital, LLC
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Gradient Investments LLC
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Channel Wealth Llc
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
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Westend Capital Management LLC
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Janney Montgomery Scott LLC
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Stonebrook Private Inc.
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Centaurus Financial, Inc.
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First United Bank Trust/
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Well Done, LLC
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Good Steward Wealth Advisors,LLC
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
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Atlas Legacy Advisors, LLC
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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Ipswich Investment Management Co., Inc.
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C M Bidwell & Associates Ltd
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Syntegra Private Wealth Group, LLC
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Baird Financial Group, Inc.
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
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State of Tennessee, Treasury Department
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TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
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Modera Wealth Management, LLC
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SOL Capital Management CO
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EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
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Revolve Wealth Partners, LLC
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New York State Teachers Retirement System
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US Asset Management LLC
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Mirabella Financial Services Llp
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SRS Capital Advisors, Inc.
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Dynamic Technology Lab Private Ltd
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SJS Investment Consulting Inc.
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Vaughan David Investments Inc/il
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Equitable Trust Co
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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Granite Harbor Advisors, Inc.
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Alpine Bank Wealth Management
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Healthcare Of Ontario Pension Plan Trust Fund
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Security National Bank Of So Dak
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Enclave Advisors LLC
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Spdr S&p 500 Etf Trust
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IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
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Pittenger & Anderson Inc
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3Chopt Investment Partners, LLC
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Farther Finance Advisors, LLC
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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Gen-Wealth Partners Inc
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BSW Wealth Partners
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Allen Capital Group, LLC
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Howard Bailey Securities, Llc
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Simplicity Wealth,LLC
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
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MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
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Astoria Portfolio Advisors LLC.
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LexAurum Advisors, LLC
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Rexford Capital Inc
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Elmwood Wealth Management, Inc.
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Pathstone Holdings, LLC
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Montag A & Associates Inc
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Interchange Capital Partners, LLC
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Panagora Asset Management Inc
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TFG Advisers LLC
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Nixon Peabody Trust Co
|
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Douglass Winthrop Advisors, LLC
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HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
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|
GSB Wealth Management, LLC
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Redwood Investments, LLC
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Opinicus Capital, Inc.
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Courier Capital Llc
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
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LGT Group Foundation
|
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Harel Insurance Investments & Financial Services Ltd.
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|
Richardson Financial Services Inc.
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|
Picton Mahoney Asset Management
|
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|
Beaird Harris Wealth Management, LLC
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|
LGT Fund Management Co Ltd.
|
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|
Meiji Yasuda Life Insurance Co
|
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|
Blue Barn Wealth, LLC
|
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|
Mystic Asset Management, Inc.
|
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|
Sheaff Brock Investment Advisors, LLC
|
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|
Acorn Financial Advisory Services Inc /adv
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Vestcor Inc
|
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|
|
Accurate Wealth Management, LLC
|
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|
Hedeker Wealth, LLC
|
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|
Country Trust Bank
|
|
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
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|
Cullen/frost Bankers, Inc.
|
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|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
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|
Congress Wealth Management LLC / DE /
|
|
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|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
Trust Point Inc.
|
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|
GoalVest Advisory LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
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|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Ardsley Advisory Partners Lp
|
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|
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|
Capital Group Investment Management Pte. Ltd.
|
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|
Knollwood Investment Advisory, LLC
|
|
|
|
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|
1st Source Bank
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Montag & Caldwell, Llc
|
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|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
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|
|
Voya Investment Management Llc
|
|
|
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|
Plante Moran Financial Advisors, LLC
|
|
|
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|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Coleford Investment Management Ltd.
|
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|
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|
|
Laffer Investments
|
|
|
|
|
|
Zevin Asset Management Llc
|
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|
|
Vista Investment Partners Llc
|
|
|
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|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A
|
|
|
|
|
|
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I
|
|
|
|
|
|
Mar Vista Investment Partners Llc
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
QUSA - Tidal Trust III - VistaShares Target 15 USA Quality Income ETF
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Madison Covered Call & Equity Strategy Fund
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Chapman Investment Management, LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
IronBridge Private Wealth, LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Sonoma Private Wealth LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
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|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Stonehaven Wealth & Tax Solutions, Llc
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
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|
Lombard Odier Asset Management (Europe) Ltd
|
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|
Platform Technology Partners
|
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|
|
Great Diamond Partners, LLC
|
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|
|
Novare Capital Management Llc
|
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|
Beacon Investment Advisory Services, Inc.
|
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|
Stoneridge Investment Partners Llc
|
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|
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|
Dnca Finance
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Benjamin Edwards Inc
|
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|
|
|
Allianz Asset Management GmbH
|
|
|
|
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|
Pacer Advisors, Inc.
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
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|
BancorpSouth Bank
|
|
|
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
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|
Ausdal Financial Partners, Inc.
|
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|
Boston Private Wealth Llc
|
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|
Capital International Investors
|
|
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|
Arbor Investment Advisors, LLC
|
|
|
|
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|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
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|
Creekmur Asset Management LLC
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
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|
|
|
Henrickson Nauta Wealth Advisors, Inc.
|
|
|
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|
Krs Capital Management, Llc
|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Potentia Wealth
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
AIQ - Global X Funds - Global X Future Analytics Tech ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Gouws Capital LLC
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
|
|
|
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
|
|
|
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Iyo Bank, Ltd.
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Cooper Investors Pty Ltd
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Credential Securities Inc.
|
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|
|
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|
Opal Wealth Advisors, LLC
|
|
|
|
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|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
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|
|
MWA Asset Management
|
|
|
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|
|
HCR Wealth Advisors
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
|
|
|
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|
Private Capital Management, LLC
|
|
|
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|
American National Bank
|
|
|
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|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
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Optimum Investment Advisors
|
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Saturna Capital CORP
|
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Stonebridge Financial Group, LLC
|
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First Fiduciary Investment Counsel, Inc.
|
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|
Change Path, LLC
|
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Vision Capital Management, Inc.
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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Mendel Money Management
|
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Assetmark, Inc
|
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Walled Lake Planning & Wealth Management, Llc
|
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Midwest Trust Co
|
|
|
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|
|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Bailard, Inc.
|
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|
|
JB Capital LLC
|
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|
Barrett & Company, Inc.
|
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|
Nicholas Hoffman & Company, LLC.
|
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|
|
Global Frontier Investments LLC
|
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|
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|
|
Wynn Capital, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
IHT Wealth Management, LLC
|
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|
ICW Investment Advisors LLC
|
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|
Centricity Wealth Management, LLC
|
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|
Albion Financial Group /ut
|
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|
Baker Avenue Asset Management, LP
|
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|
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
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|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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|
Sterling Investment Advisors, Ltd.
|
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|
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|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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|
NewEdge Wealth, LLC
|
|
|
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|
Adirondack Trust Co
|
|
|
|
|
|
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
|
|
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|
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|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
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|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
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|
|
Logan Capital Management Inc
|
|
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|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
Watchman Group, Inc.
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
ROGSX - Oak Associates Funds - Red Oak Technology Select Fund
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Lindenwold Advisors
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Turn8 Private Wealth Inc.
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
KWB Wealth
|
|
|
|
|
|
Seilern Investment Management Ltd
|
|
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|
Westshore Wealth, LLC
|
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|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
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|
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|
Mackenzie Financial Corp
|
|
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|
TrimTabs Asset Management, LLC
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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|
Summit Global Investments
|
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|
Mizuho Securities Usa Llc
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|
Gw Henssler & Associates Ltd
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|
Hilltop Holdings Inc.
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Applied Finance Capital Management, LLC
|
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J.Safra Asset Management Corp
|
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FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
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|
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|
Cibc World Markets Corp
|
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|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
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|
Avantax Advisory Services, Inc.
|
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|
Lazard Global Total Return & Income Fund Inc
|
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|
River Road Asset Management, LLC
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|
Gallacher Capital Management LLC
|
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|
Bear Mountain Capital, Inc.
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|
Nomura Holdings Inc
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Three Seasons Wealth, LLC
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|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
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|
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|
Gradient Capital Advisors, LLC
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EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
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|
Gf Fund Management Co. Ltd.
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Ridgewood Investments LLC
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|
Evergreen Wealth Solutions, LLC
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|
Valley Brook Capital Group, Inc.
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Quantum Private Wealth, LLC
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|
TGFRX - TANAKA FUNDS INC - TANAKA Growth Fund Class R
|
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|
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|
Fayez Sarofim & Co
|
|
|
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
|
|
ZIFRX - AMERICAN BEACON FUNDS - American Beacon Ninety One International Franchise Fund R6 Class
|
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|
SageView Advisory Group, LLC
|
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Ameritas Investment Partners, Inc.
|
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GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
Prosperity Consulting Group, LLC
|
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Advisory Research Inc
|
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|
Tritonpoint Wealth, Llc
|
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|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
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|
Horizons Wealth Management
|
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|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
Ninety One North America, Inc.
|
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FT Vest Hedged Equity Income Fund: Series A3
|
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WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
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|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
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|
Wealth Advisors of Tampa Bay, LLC
|
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BRYN MAWR TRUST Co
|
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CX Institutional
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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Curated Wealth Partners LLC
|
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|
Lazard Freres Gestion S.A.S.
|
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CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
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|
Dakota Wealth Management
|
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FT Vest Hedged Equity Income Fund: Series A2
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
Eley Financial Management, Inc
|
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|
Icon Wealth Advisors, LLC
|
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|
Epoch Investment Partners, Inc.
|
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|
Bogart Wealth, LLC
|
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|
Lathrop Investment Management Corp
|
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|
ULTRA SERIES FUND - Large Cap Growth Fund Class I
|
|
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|
|
|
Papp L Roy & Associates
|
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|
Buckingham Strategic Partners
|
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|
Twinbeech Capital Lp
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
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|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
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|
Security Financial Services, INC.
|
|
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|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
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|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
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|
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|
Pettyjohn, Wood & White, Inc
|
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|
Guardian Partners Inc.
|
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|
Bamco Inc /ny/
|
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|
SOUTH STATE Corp
|
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|
Ing Groep Nv
|
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|
Abn Amro Investment Solutions
|
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|
Tower Bridge Advisors
|
|
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|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
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|
|
Kozak & Associates, Inc.
|
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|
HFM Investment Advisors, LLC
|
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|
Garrett Investment Advisors LLC
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
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|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
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|
Legacy Wealth Asset Management, LLC
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
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|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Punch & Associates Investment Management, Inc.
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
PENN SERIES FUNDS INC - International Equity Fund
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Boston Standard Wealth Management, LLC
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Saratoga Research & Investment Management
|
|
|
|
|
|
GQETX - GMO TRUST - GMO Quality Fund Class III
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Wormser Freres Gestion
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Lord & Richards Wealth Management, LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Omega Financial Group, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
Global Retirement Partners, LLC
|
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Traub Capital Management LLC
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
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Sittner & Nelson, Llc
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Patton Albertson Miller Group, Llc
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AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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Man Group plc
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Osborne Partners Capital Management, Llc
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Chesapeake Wealth Management
|
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Dynasty Wealth Management, Llc
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Crawford Investment Counsel Inc
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Aaron Wealth Advisors LLC
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Atala Financial Inc
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Nova Wealth Management, Inc.
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DLK Investment Management, LLC
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Halbert Hargrove Global Advisors, Llc
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Vontobel Holding Ltd.
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
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Cullinan Associates Inc
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Atwater Malick LLC
|
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Human Investing LLC
|
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WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
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|
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|
Zrc Wealth Management, Llc
|
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LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
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RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y
|
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Aspiriant, Llc
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Chapman Financial Group, Llc
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Amica Mutual Insurance Co
|
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Bowen Hanes & Co Inc
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Cerro Pacific Wealth Advisors LLC
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Marion Wealth Management
|
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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Oppenheimer & Co Inc
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Exchange Bank
|
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DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
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Gts Securities Llc
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Wealth Advisory Solutions, LLC
|
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Providence Wealth Advisors, LLC
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VERS - PROSHARES TRUST - ProShares Metaverse Theme ETF
|
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First National Advisers, LLC
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Acap Strategic Fund
|
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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Armor Investment Advisors, LLC
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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Trust Co Of Virginia /va
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Searcy Financial Services Inc /adv
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SCS Capital Management LLC
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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|
Skopos Labs, Inc.
|
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Strategies Wealth Advisors, LLC
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Sierra Summit Advisors Llc
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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Sepio Capital, LP
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Gratus Wealth Advisors, LLC
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West Family Investments, Inc.
|
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Armis Advisers, LLC
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Eldred Rock Partners, LLC
|
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Essex Savings Bank
|
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Bourgeon Capital Management Llc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
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TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
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Knightsbridge Asset Management, Llc
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
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North Dallas Bank & Trust Co
|
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Mjp Associates Inc /adv
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Putnam Fl Investment Management Co
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Janus Henderson Group Plc
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First Financial Bank - Trust Division
|
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Lester Murray Antman dba SimplyRich
|
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Minot DeBlois Advisors LLC
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CIBC World Markets Inc.
|
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Brown, Lisle/cummings, Inc.
|
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Vestmark Advisory Solutions, Inc.
|
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Clear Creek Financial Management, LLC
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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|
Stiles Financial Services Inc
|
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|
Azzad Asset Management Inc /adv
|
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Buckley Wealth Management, LLC
|
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Aspen Grove Capital, LLC
|
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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|
Cozad Asset Management Inc
|
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|
Baldwin Brothers Inc/ma
|
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|
LGT Financial Advisors LLC
|
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|
Wealth Dimensions Group, Ltd.
|
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First Citizens Bank & Trust Co
|
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|
Deutsche Bank Ag\
|
|
|
|
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|
Covestor Ltd
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Global Technology Fund Class A
|
|
|
|
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|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
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|
Kestra Private Wealth Services, Llc
|
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|
|
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|
JustInvest LLC
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
Bristol Gate Capital Partners Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Capital Management Associates /ny/
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Two Point Capital Management, Inc.
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Provident Trust Co
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
PROVX - Provident Mutual Funds, Inc. - Provident Trust Strategy Fund
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
Truvestments Capital Llc
|
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|
First Western Trust Bank
|
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|
Prossimo Advisors, LLC
|
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|
Greykasell Wealth Strategies, Inc.
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
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|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
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|
N.E.W. Advisory Services LLC
|
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|
Integrated Investment Consultants, LLC
|
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|
Arete Wealth Advisors, LLC
|
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|
Prosperitas Financial LLC
|
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|
Wealth Architects, LLC
|
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|
Eagle Capital Management, LLC
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
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|
Factory Mutual Insurance Co
|
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|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
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|
Hantz Financial Services, Inc.
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|
Okabena Investment Services Inc
|
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Wedmont Private Capital
|
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FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
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|
Greenwood Capital Associates Llc
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
Sofos Investments, Inc.
|
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|
FBSOX - FIDELITY SELECT PORTFOLIOS - IT Services Portfolio
|
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|
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
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|
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|
Indiana Trust & Investment Management CO
|
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|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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|
Crew Capital Management, Ltd.
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
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180 Wealth Advisors, Llc
|
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|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
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|
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|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
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|
Fiduciary Alliance LLC
|
|
|
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|
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A
|
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|
Rockland Trust Co
|
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|
Atwood & Palmer Inc
|
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Disciplined Investors, L.L.C.
|
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
Zevenbergen Capital Investments Llc
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
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|
Martel Wealth Advisors Inc
|
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|
Bennett Selby Investments Lp
|
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EULAV Asset Management
|
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Principal Financial Group Inc
|
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Busey Wealth Management
|
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|
DT Investment Partners, LLC
|
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|
WPG Advisers, LLC
|
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|
Diversify Advisory Services, LLC
|
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|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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|
Groupe la Francaise
|
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|
Capital Analysts, Inc.
|
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ACIFX - NEIMAN FUNDS - Advisors Capital International Fund
|
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Banque Pictet & Cie Sa
|
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Cascade Investment Group, Inc.
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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|
Royal Fund Management, LLC
|
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|
Hartford Investment Management Co
|
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|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
PFG Private Wealth Management, LLC
|
|
|
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|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
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|
Kanawha Capital Management Llc
|
|
|
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|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
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|
New Age Alpha Advisors, LLC
|
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|
KBC Group NV
|
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|
Country Club Bank /gfn
|
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|
Ntv Asset Management Llc
|
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|
Bank Of Hawaii
|
|
|
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|
Atomi Financial Group, Inc.
|
|
|
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|
|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Daner Wealth Management, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Tsai Capital Corp
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Audent Global Asset Management, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
River Wealth Advisors LLC
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VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
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MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
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Paragon Capital Management Ltd
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Mutual Of America Capital Management Llc
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Harbor Investment Advisory, Llc
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
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THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
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Rock Point Advisors, LLC
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GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
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Td Private Client Wealth Llc
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Sei Investments Co
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Paladin Advisory Group, LLC
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Nuveen S&p 500 Buywrite Income Fund
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KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
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Five Oceans Advisors
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
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JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
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Garda Capital Partners Lp
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Capital International Inc /ca/
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Global X Japan Co., Ltd.
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PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
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VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
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Heritage Trust Co
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Purkiss Capital Advisors LLC
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MJT & Associates Financial Advisory Group, Inc.
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LaFleur & Godfrey LLC
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Traveka Wealth, LLC
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Waterloo Capital, L.P.
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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Appleton Partners Inc/ma
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NOSIX - Northern Funds - Northern Stock Index Fund
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Putnam ETF Trust - Putnam Sustainable Future ETF -
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Anchor Investment Management, LLC
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Generation Investment Management Llp
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Willis Investment Counsel
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Copeland Capital Management, LLC
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TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
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Strategic Blueprint, LLC
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Foundations Investment Advisors, LLC
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Cascades Capital Asset Management, LLC
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
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Atlas Capital Advisors Llc
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Great West Life Assurance Co /can/
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AGH Wealth Advisors, LLC
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Ashton Thomas Securities, Llc
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O'Brien Wealth Partners LLC
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Lsv Asset Management
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
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Circle Wealth Management, LLC
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Paradigm Asset Management Co Llc
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ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
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Rise Advisors, LLC
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
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Aua Capital Management, Llc
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Hilltop National Bank
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Independence Bank of Kentucky
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ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF
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QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
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F/M Investments LLC
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Investment Partners Asset Management, Inc.
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
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FDx Advisors, Inc.
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Gould Capital, LLC
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GHP Investment Advisors, Inc.
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Baader Bank INC
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Valeo Financial Advisors, LLC
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
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Camelot Portfolios, LLC
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CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
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ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
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Fairbanks Capital Management, Inc.
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Thomasville National Bank
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Virtue Capital Management, LLC
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
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First National Trust Co
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PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
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Quad-Cities Investment Group, LLC
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
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QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
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Mitsubishi UFJ Trust & Banking Corp
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
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Rockefeller Capital Management L.P.
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TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
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Aristides Capital LLC
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Aprio Wealth Management, LLC
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Bright Rock Capital Management, Llc
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Core Alternative Capital
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Pines Wealth Management, LLC
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Mufg Securities Americas Inc.
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