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First Affirmative Financial Network
|
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|
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University Of Texas/texas Am Investment Managment Co
|
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MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
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Vermillion Wealth Management, Inc.
|
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Jacobs & Co/ca
|
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DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
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Wedmont Private Capital
|
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Waterfront Wealth Inc.
|
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Drucker Wealth 3.0, LLC
|
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Squarepoint Ops LLC
|
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Highline Wealth Partners Llc
|
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BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology
|
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|
Burford Brothers, Inc.
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Brown Brothers Harriman & Co
|
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DFIV - Dimensional ETF Trust - Dimensional International Value ETF
|
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|
Callan Capital, LLC
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
|
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|
Legacy Capital Wealth Partners, LLC
|
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|
Orion Portfolio Solutions, LLC
|
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Fiduciary Trust Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I
|
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|
|
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|
HBK Sorce Advisory LLC
|
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Y.D. More Investments Ltd
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
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|
|
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|
Cordatus Wealth Management LLC
|
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Snowden Capital Advisors LLC
|
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Exencial Wealth Advisors, Llc
|
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NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
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Tang Capital Management Llc
|
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Thrivent Financial For Lutherans
|
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|
Kennedy Capital Management, Inc.
|
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Hartland & Co., LLC
|
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Balyasny Asset Management Llc
|
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
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|
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|
Financial Perspectives, Inc
|
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|
Koss-Olinger Consulting, LLC
|
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|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
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|
Parkwood LLC
|
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|
Bear Mountain Capital, Inc.
|
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TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
|
|
|
|
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|
Prosperity Consulting Group, LLC
|
|
|
|
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|
Royal Bank Of Canada
|
|
|
|
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|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
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|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
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|
Oppenheimer & Co Inc
|
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|
Westfield Capital Management Co Lp
|
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|
Cherokee Insurance Co
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
Cape Investment Advisory, Inc.
|
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Ingalls & Snyder Llc
|
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Franklin Resources Inc
|
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|
Commerce Bank
|
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|
Anchor Investment Management, LLC
|
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|
Harrington Investments, INC
|
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Mml Investors Services, Llc
|
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Wedbush Securities Inc
|
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|
John Hancock Hedged Equity & Income Fund
|
|
|
|
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|
Bruce G. Allen Investments, LLC
|
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|
Ashton Thomas Private Wealth, LLC
|
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|
ClearAlpha Technologies LP
|
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|
Strengthening Families & Communities, LLC
|
|
|
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|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
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|
Quintet Private Bank (Europe) S.A.
|
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|
Whittier Trust Co
|
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|
ORG Partners LLC
|
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|
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
|
|
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|
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|
O'shaughnessy Asset Management, Llc
|
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|
EagleClaw Capital Managment, LLC
|
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Pathstone Holdings, LLC
|
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Boyd Watterson Asset Management Llc/oh
|
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PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF
|
|
|
|
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|
Ledyard National Bank
|
|
|
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|
Warren Averett Asset Management, LLC
|
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|
Financial Network Wealth Advisors LLC
|
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|
Harbor Asset Planning, Inc.
|
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|
Trust Co Of Vermont
|
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|
Mission Wealth Management, Lp
|
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Bank Of Montreal /can/
|
|
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|
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
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|
|
Sound View Wealth Advisors Group, LLC
|
|
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|
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|
Capital World Investors
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
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|
Transamerica Financial Advisors, Inc.
|
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|
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|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
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|
Aquatic Capital Management LLC
|
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|
Nisa Investment Advisors, Llc
|
|
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|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
GMOI - 2023 ETF Series Trust II - GMO International Value ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF
|
|
|
|
|
|
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF
|
|
|
|
|
|
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
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|
Armstrong Advisory Group, Inc
|
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|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
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|
ORG Wealth Partners, LLC
|
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|
Oak Harbor Wealth Partners, Llc
|
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|
Binnacle Investments Inc
|
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Citadel Advisors Llc
|
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
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|
Arjuna Capital
|
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|
Ieq Capital, Llc
|
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Manning & Napier Advisors Llc
|
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Portfolio Design Labs, LLC
|
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|
BSW Wealth Partners
|
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Gallacher Capital Management LLC
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
Mariner, LLC
|
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|
Wealth Preservation Advisors, LLC
|
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|
Richard W. Paul & Associates, LLC
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
We Are One Seven, LLC
|
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|
Harvest Portfolios Group Inc.
|
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|
Bard Financial Services, Inc.
|
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|
Credential Qtrade Securities Inc.
|
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|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
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|
|
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|
Catalyst Capital Advisors LLC
|
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|
Frank, Rimerman Advisors LLC
|
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HAP Trading, LLC
|
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PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
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|
Bessemer Group Inc
|
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|
FSA Wealth Management LLC
|
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Atria Wealth Solutions, Inc.
|
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Wetherby Asset Management Inc
|
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Fortitude Family Office, LLC
|
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Sio Capital Management, LLC
|
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Arista Wealth Management, LLC
|
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Provenance Wealth Advisors, LLC
|
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Western Pacific Wealth Management, LP
|
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Leo Wealth, LLC
|
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Fsb Premier Wealth Management, Inc.
|
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GWM Advisors LLC
|
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
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|
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|
Glen Eagle Advisors, LLC
|
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Verdence Capital Advisors LLC
|
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Schechter Investment Advisors, LLC
|
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Yousif Capital Management, Llc
|
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Stifel Financial Corp
|
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Wells Fargo & Company/mn
|
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Manhattan West Asset Management, LLC
|
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|
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|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
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|
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|
Creative Financial Designs Inc /adv
|
|
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|
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|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
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|
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|
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A
|
|
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Bartlett & Co. Wealth Management Llc
|
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PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
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|
Country Trust Bank
|
|
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|
Baker Ellis Asset Management LLC
|
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Cornerstone Planning Group LLC
|
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|
U.S. Capital Wealth Advisors, LLC
|
|
|
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|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
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|
Engineers Gate Manager LP
|
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|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
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|
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|
Putnam Fl Investment Management Co
|
|
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|
BKM Wealth Management, LLC
|
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|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
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|
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|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
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|
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|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
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|
American Capital Advisory, LLC
|
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|
Peapack Gladstone Financial Corp
|
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|
Cooper Financial Group
|
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|
Nicholas Hoffman & Company, LLC.
|
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|
Sage Capital Management, LLC
|
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|
Dunhill Financial, LLC
|
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|
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|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
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|
Morton Brown Family Wealth, LLC
|
|
|
|
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|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
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|
Pinnacle Bancorp, Inc.
|
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|
Parallax Volatility Advisers, L.P.
|
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|
Riggs Asset Managment Co. Inc.
|
|
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|
Qube Research & Technologies Ltd
|
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|
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|
Evolution Wealth Management Inc.
|
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|
Moors & Cabot, Inc.
|
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|
Td Asset Management Inc
|
|
|
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|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
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|
Envestnet Asset Management Inc
|
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|
Keudell/Morrison Wealth Management
|
|
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|
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|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
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|
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|
Bingham Private Wealth, Llc
|
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|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
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|
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|
Amundi
|
|
|
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|
LRI Investments, LLC
|
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|
Jpmorgan Chase & Co
|
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|
Colonial Trust Co / SC
|
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|
Prestige Wealth Management Group LLC
|
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|
Fmr Llc
|
|
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|
Sphera Funds Management Ltd.
|
|
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|
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
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|
Webster Bank, N. A.
|
|
|
|
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|
Contravisory Investment Management, Inc.
|
|
|
|
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|
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
BlackRock Health Sciences Trust II
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
VGI Partners Ltd
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Krensavage Asset Management, LLC
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Health ETF
|
|
|
|
|
|
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
SIH Partners, LLLP
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
Redwood Grove Capital, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
RYEUX - RYDEX SERIES FUNDS - Europe 1.25x Strategy Fund Class H
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
ADAR1 Capital Management, LLC
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A
|
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Hm Payson & Co
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BUFIX - BUFFALO FUNDS - Buffalo International Fund Investor Class
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Kornitzer Capital Management Inc /ks
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
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Redmont Wealth Advisors Llc
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
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Neuberger Berman Group LLC
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Glass Wealth Management Co LLC
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Walleye Trading LLC
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EverSource Wealth Advisors, LLC
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
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Spectrum Wealth Counsel, LLC
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Net Worth Advisory Group
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Zimmer Partners, LP
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IFG Advisory, LLC
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Coldstream Capital Management Inc
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Glenmede Investment Management, LP
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1248 Management, LLC
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YANKCOM Partnership
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Charles Schwab Investment Management Inc
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Simplify Asset Management Inc.
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TD Capital Management LLC
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Sound Income Strategies, LLC
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FPHAX - FIDELITY SELECT PORTFOLIOS - Pharmaceuticals Portfolio
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RBB FUND, INC. - Aquarius International Fund
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Asset Dedication, LLC
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Old National Bancorp /in/
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TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
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UEPIX - Profunds - Europe 30 Profund Investor Class
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TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
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Sivia Capital Partners, LLC
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StoneX Group Inc.
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FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
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Richard C. Young & CO., LTD.
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LPL Financial LLC
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IHT Wealth Management, LLC
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R Squared Ltd
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Harbor Investment Advisory, Llc
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Montag A & Associates Inc
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EICVX - FundVantage Trust - EIC Value Fund Class A
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Patten Group, Inc.
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Bank Of Stockton
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JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
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Quadrant Capital Group Llc
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Manchester Capital Management LLC
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Ameriprise Financial Inc
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DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
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PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
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SG Americas Securities, LLC
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Genesis Private Wealth, Llc
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First Command Advisory Services, Inc.
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Proathlete Wealth Management Llc
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Bank Of America Corp /de/
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AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
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Insigneo Advisory Services, Llc
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Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
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Golden State Equity Partners
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Park Place Capital Corp
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
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BlackRock, Inc.
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Fifth Third Bancorp
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Signaturefd, Llc
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Cardinal Capital Management
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Bnp Paribas Arbitrage, Sa
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Skandinaviska Enskilda Banken AB (publ)
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
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JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
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North Star Investment Management Corp.
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New York State Common Retirement Fund
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BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
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Intrust Bank Na
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Sage Rhino Capital Llc
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Voya Financial Advisors, Inc.
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Fusion Capital, LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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CIBC Asset Management Inc
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Cable Hill Partners, LLC
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Tidemark, LLC
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Advisors Asset Management, Inc.
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Nova Wealth Management, Inc.
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Vident Advisory, LLC
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Schonfeld Strategic Advisors LLC
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Deutsche Bank Ag\
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PARNASSUS FUNDS - Parnassus International Equity Fund Investor Shares
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IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF
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Whittier Trust Co Of Nevada Inc
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First County Bank /CT/
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Patriot Financial Group Insurance Agency, LLC
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Great Lakes Retirement, Inc.
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Townsquare Capital Llc
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Private Advisor Group, LLC
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BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
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BayBridge Capital Group, LLC
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Graham Capital Management, L.P.
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Aptus Capital Advisors, LLC
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AE Wealth Management LLC
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Chelsea Counsel Co
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BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
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Profunds - Profund Vp Europe 30
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Marcum Wealth, LLC
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Forza Wealth Management, LLC
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PDS Planning, Inc
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Cullen/frost Bankers, Inc.
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Jamison Private Wealth Management, Inc.
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Bank Of Hawaii
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DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
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Valley National Advisers Inc
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
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Mount Yale Investment Advisors, LLC
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John Hancock Funds II - Health Sciences Fund Class NAV
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PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
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Hilltop National Bank
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North Capital, Inc.
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Gradient Investments LLC
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THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
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National Bank Of Canada /fi/
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Ssa Swiss Advisors Ag
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EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
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Resources Investment Advisors, LLC.
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Guardian Partners Inc.
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Pekin Hardy Strauss, Inc.
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Jane Street Group, Llc
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Beacon Pointe Advisors, LLC
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Semmax Financial Advisors Inc.
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
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Old North State Trust, LLC
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Old Port Advisors
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Regatta Capital Group, Llc
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Morgan Stanley
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Analyst IMS Investment Management Services Ltd.
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TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
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MTM Investment Management, LLC
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AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
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Atlantic Family Wealth, Llc
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Dorsey & Whitney Trust CO LLC
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BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
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Hemington Wealth Management
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Essex Investment Management Co Llc
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Thomasville National Bank
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Groesbeck Investment Management Corp /nj/
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Ronald Blue Trust, Inc.
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Envestnet Portfolio Solutions, Inc.
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Citigroup Inc
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Augustine Asset Management Inc
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First City Capital Management, Inc.
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Strategic Wealth Partners, Ltd.
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Callodine Capital Management, LP
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MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
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TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
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CAPROCK Group, Inc.
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Hilltop Holdings Inc.
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JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
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Weatherly Asset Management L. P.
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Brucke Financial, Inc.
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Wiley Bros.-aintree Capital, Llc
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
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Investors Research Corp
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Willner & Heller, Llc
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Farther Finance Advisors, LLC
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JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF
|
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Piscataqua Savings Bank
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Summit Trail Advisors, Llc
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Prospera Financial Services Inc
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Equitable Holdings, Inc.
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MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
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Johnson Investment Counsel Inc
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Kilter Group LLC
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AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
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NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
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Van Eck Associates Corp
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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Kathmere Capital Management, LLC
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N.E.W. Advisory Services LLC
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Princeton Global Asset Management LLC
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Equity Investment Corp
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Clarius Group, LLC
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Federated Hermes, Inc.
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AlphaCore Capital LLC
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Pictet Asset Management Holding SA
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VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
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MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class
|
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Geneos Wealth Management Inc.
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Trivant Custom Portfolio Group, LLC
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GENW - Spinnaker ETF Series - Genter Capital International Dividend ETF
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Cromwell Holdings LLC
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Millstone Evans Group, LLC
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Twin Peaks Wealth Advisors, LLC
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Naples Global Advisors, Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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Larson Financial Group LLC
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Wellington Management Group Llp
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Legend Financial Advisors, Inc.
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Merit Financial Group, LLC
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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Kingsview Wealth Management, LLC
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Foyston, Gordon, & Payne Inc
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E&G Advisors, LP
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Barclays Plc
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ICONIQ Capital, LLC
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THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
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HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
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Lido Advisors, LLC
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AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF
|
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BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
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Ethic Inc.
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Forum Financial Management, LP
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Perigon Wealth Management, LLC
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Brandywine Global Investment Management, LLC
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
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Probity Advisors, Inc.
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Goldman Sachs Group Inc
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Teachers Retirement System Of The State Of Kentucky
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Boothbay Fund Management, Llc
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National Asset Management, Inc.
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Avantra Family Wealth, Inc.
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JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
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Harwood Advisory Group, LLC
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Aspen Grove Capital, LLC
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Evelyn Partners Asset Management Ltd
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ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
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|
Concord Wealth Partners
|
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|
Opal Wealth Advisors, LLC
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|
Ellevest, Inc.
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|
Retirement Wealth Solutions LLC
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|
Phillips Wealth Planners LLC
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|
Key FInancial Inc
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|
New Wave Wealth Advisors Llc
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|
West Family Investments, Inc.
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|
Private Trust Co Na
|
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|
Transce3nd, LLC
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|
Evelyn Partners Investment Management Services Ltd
|
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|
Mezzasalma Advisors, LLC
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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|
Pinnacle Wealth Planning Services, Inc.
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|
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|
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
|
|
|
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|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
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|
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|
State Street Corp
|
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|
Financial Management Professionals, Inc.
|
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|
Salem Investment Counselors Inc
|
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|
Managed Asset Portfolios, Llc
|
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|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
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|
|
Mondrian Investment Partners LTD
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|
American Assets Investment Management, LLC
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|
DAVENPORT & Co LLC
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|
Global Retirement Partners, LLC
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|
Aviso Financial Inc.
|
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|
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|
Lantz Financial LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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|
|
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|
Caldwell Securities, Inc
|
|
|
|
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|
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
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|
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|
Northwestern Mutual Wealth Management Co
|
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|
Rockefeller Capital Management L.P.
|
|
|
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|
Bleakley Financial Group, LLC
|
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|
|
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|
M&t Bank Corp
|
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|
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|
44 Wealth Management Llc
|
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|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
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|
|
|
|
Foundation Resource Management Inc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
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TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
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Wrapmanager Inc
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CI Private Wealth, LLC
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GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
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Arlington Trust Co LLC
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Keystone Financial Services
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Brighton Jones Llc
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Voya Investment Management Llc
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Evergreen Capital Management Llc
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Campbell & CO Investment Adviser LLC
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Pitcairn Co
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Assetmark, Inc
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Union Bancaire Privee, UBP SA
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Bridgewater Advisors Inc.
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Sunbelt Securities, Inc.
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Sterling Capital Management LLC
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Addison Advisors LLC
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NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
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Keybank National Association/oh
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Sunpointe, LLC
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AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
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Tompkins Financial Corp
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Parsons Capital Management Inc/ri
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Sei Investments Co
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Carr Financial Group Corp
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Bell Investment Advisors, Inc
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Russell Investments Group, Ltd.
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Causeway Capital Management Llc
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Zions Bancorporation, National Association /ut/
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
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Tekla World Healthcare Fund
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
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Crossmark Global Holdings, Inc.
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JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
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EPG Wealth Management LLC
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Concurrent Investment Advisors, LLC
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Toroso Investments, LLC
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Pflug Koory, LLC
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Principia Wealth Advisory, LLC
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JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
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Central Pacific Bank - Trust Division
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Hennion & Walsh Asset Management, Inc.
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Golden State Wealth Management, LLC
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Cerro Pacific Wealth Advisors LLC
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Lazard Asset Management Llc
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Parkside Financial Bank & Trust
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Kovitz Investment Group Partners, LLC
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Matauro, Llc
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
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VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
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Fullcircle Wealth Llc
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HighPoint Advisor Group LLC
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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WealthCollab, LLC
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
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Todd Asset Management Llc
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Fulton Bank, N.a.
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Sagespring Wealth Partners, Llc
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Carnegie Capital Asset Management, LLC
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Hudson Portfolio Management LLC
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Renaissance Group Llc
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Garrett Investment Advisors LLC
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Wealth Alliance
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Clear Street Markets Llc
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AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
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Group One Trading, L.p.
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NewSquare Capital LLC
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China Universal Asset Management Co., Ltd.
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Northern Trust Corp
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WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
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FDx Advisors, Inc.
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Hantz Financial Services, Inc.
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180 Wealth Advisors, Llc
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Kayne Anderson Rudnick Investment Management Llc
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Park Avenue Securities Llc
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Icon Wealth Advisors, LLC
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St Germain D J Co Inc
|
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American National Bank
|
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
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TD Waterhouse Canada Inc.
|
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FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
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Aqr Capital Management Llc
|
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Raymond James Financial Inc
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HighTower Advisors, LLC
|
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Creative Planning
|
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Oakworth Capital, Inc.
|
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Journey Strategic Wealth Llc
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Profund Advisors Llc
|
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Umb Bank N A/mo
|
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Wealth Enhancement Advisory Services, Llc
|
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Polar Asset Management Partners Inc.
|
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Sequoia Financial Advisors, LLC
|
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PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
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|
Optiver Holding B.V.
|
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|
Estabrook Capital Management
|
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|
Catalytic Wealth RIA, LLC
|
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|
Brandes Investment Partners, Lp
|
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|
Syon Capital Llc
|
|
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J.w. Cole Advisors, Inc.
|
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|
Bank of New Hampshire
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF
|
|
|
|
|
|
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
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|
