|
Apexium Financial, Lp
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Conquis Financial Llc
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
Sonoma Private Wealth LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Watchman Group, Inc.
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Meixler Investment Management, Ltd.
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
XHB - SPDR SERIES TRUST - SPDR(R) S&P(R) Homebuilders ETF
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Virginia Wealth Management Group, Inc.
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Passive Capital Management, LLC.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Ironsides Asset Advisors, LLC
|
|
|
|
|
|
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Core Wealth Advisors, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
TCM Advisors, LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Leibman Financial Services, Inc.
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
MEFOX - Ultimus Managers Trust - Meehan Focus Fund
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Sitrin Capital Management LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
Bush Investment Group, Llc
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Mills Wealth Advisors LLC
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Shore Point Advisors, LLC
|
|
|
|
|
|
CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Ghe, Llc
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Consulta Ltd
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Baker Chad R
|
|
|
|
|
|
BW Gestao de Investimentos Ltda.
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Econ Financial Services Corp
|
|
|
|
|
|
EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
RYRIX - RYDEX SERIES FUNDS - Retailing Fund Investor Class
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
JBGlobal.com LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Rather & Kittrell, Inc.
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
First International Bank & Trust
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
MAVF - EA Series Trust - Matrix Advisors Value ETF
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Growth Fund Class I
|
|
|
|
|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Essential Planning, LLC.
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Sterling Group Wealth Management, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Foresight Capital Management Advisors, Inc.
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Rodgers & Associates, LTD
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
StonePine Asset Management Inc.
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Cravens & Co Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Prosperity Planning, Inc.
|
|
|
|
|
|
Financial Advisory Partners, Llc
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Evexia Wealth Llc
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Capital & Planning, Llc
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Soros Capital Management Llc
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Yelin Lapidot Holdings Management Ltd.
|
|
|
|
|
|
NAIL - Direxion Shares ETF Trust - Direxion Daily Homebuilders & Supplies Bull 3X Shares
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Jacksonville Wealth Management, LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Equita Financial Network, Inc.
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Regents Gate Capital LLP
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
PKB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Building & Construction ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Cobler Capital Management, LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Two Creeks Capital Management, LP
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Selective Wealth Management, Inc.
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Capital Management Corp /va
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Wall Street Financial Group, Inc.
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Koa Wealth Management, LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Eley Financial Management, Inc
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Berkeley, Inc
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Steamboat Capital Partners, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Better Money Decisions, LLC
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
Campbell Capital Management Inc
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Unison Asset Management LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Compass Wealth Management, LLC/GA
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
Westchester Capital Management, Inc.
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Peninsula Asset Management Inc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Infusive Asset Management Inc.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Fosun International Ltd
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Evergreen Advisors, LLC
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF
|
|
|
|
|
|
Coho Partners, Ltd.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
MILN - Global X Funds - Global X Millennials Thematic ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Maj Invest Holding A/S
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Madison Covered Call & Equity Strategy Fund
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
eCIO, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Black Cypress Capital Management, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
Burgundy Asset Management Ltd.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Carlson Capital L P
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Cunning Capital Partners, LP
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Concorde Financial Corp
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
GGEFX - VALUED ADVISERS TRUST - Summitry Equity Fund
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Awm Capital, Llc
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
McGrath & Associates, Inc.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
WOGSX - Oak Associates Funds - White Oak Select Growth Fund
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Old West Investment Management, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
|
|
|
|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Mustico Financial Group, Inc.
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Haverford Financial Services, Inc.
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Archon Partners LLC
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Dixon Mitchell Investment Counsel Inc.
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Eastover Investment Advisors LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Clay Northam Wealth Management, LLC
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Fjell Capital, LLC
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Chris Bulman Inc
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
Canal Capital Management, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
RULRX - World Funds Trust - Rule One Fund
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Cambridge Financial Group, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
CNREX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Real Estate Securities Fund
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Timonier Family Office, LTD.
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
PBFDX - FORUM FUNDS - Payson Total Return Fund
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Cushing Capital Partners, LLC
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Brogan Financial, Inc.
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Alkeon Capital Management Llc
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Lountzis Asset Management, Llc
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
ITB - iSHARES TRUST - iShares U.S. Home Construction ETF
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Baugh & Associates, LLC
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Vestment Financial LLC
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Geneva Capital Management Llc
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
Focused Investors LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Courant Investment Management LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Kearns & Associates LLC
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
McCarthy & Cox
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Threadgill Financial, Llc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
|
|
|
|
|
Profunds - Profund Vp Consumer Services
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Antonelli Financial Advisors, LLC
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Discipline Wealth Solutions, LLC
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Illumine Investment Management, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Advent Claymore Convertible Securities & Income Fund
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Lighthouse Financial LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
|
|
|
|
|
JBF Capital, Inc.
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Lionstone Capital Management LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Lord & Richards Wealth Management, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
BCR Wealth Strategies, LLC
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
Pecaut & Co.
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
|
|
|
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Promethos Capital, LLC
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
SFG Wealth Management, LLC.
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Echo45 Advisors LLC
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Atlas Financial Advisors, Inc.
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Lee Johnson Capital Management, Llc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Jackson Hill Advisors, Llc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Helen Stephens Group, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
D. Scott Neal, Inc.
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
ESG Planning
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
ORBA Wealth Advisors, L.L.C.
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Manuka Financial, LLC
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Rempart Asset Management Inc.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Campbell Deegan Wealth Management, LLC
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Advent Capital Management /de/
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Hyperion Capital Advisors LP
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
