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Optiver Holding B.V.
|
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Golden State Equity Partners
|
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William Blair Investment Management, Llc
|
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|
Pandora Wealth, Inc.
|
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|
Buckley Wealth Management, LLC
|
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|
Federated Hermes, Inc.
|
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|
Moody Lynn & Lieberson, Llc
|
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|
Archford Capital Strategies, LLC
|
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|
|
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|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
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|
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|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
QTUM - ETF Series Solutions - Defiance Quantum ETF
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
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|
|
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|
Ameritas Investment Partners, Inc.
|
|
|
|
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|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
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|
United Capital Financial Advisers, Llc
|
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|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
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|
D. E. Shaw & Co., Inc.
|
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|
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|
Toronto Dominion Bank
|
|
|
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|
CarsonAllaria Wealth Management, Ltd.
|
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|
E Fund Management Co., Ltd.
|
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|
Holderness Investments Co
|
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|
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|
Janus Henderson Group Plc
|
|
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|
SevenBridge Financial Group, LLC
|
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|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
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|
|
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|
Cambiar Investors Llc
|
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|
|
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|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
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|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
AIFD - TCW ETF Trust - TCW Artificial Intelligence ETF
|
|
|
|
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|
Private Capital Management Llc
|
|
|
|
|
|
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
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|
|
|
|
Bridgewater Associates, LP
|
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|
PrairieView Partners, LLC
|
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|
|
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|
VisionPoint Advisory Group, LLC
|
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|
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
ATFV - Alger ETF Trust - Alger 35 ETF
|
|
|
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|
Auxano Advisors, LLC
|
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|
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|
|
Congress Asset Management Co /ma
|
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|
Aperture Investors, LLC
|
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|
Main Street Group, LTD
|
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|
CWA Asset Management Group, LLC
|
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|
Highland Capital Management, Llc
|
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LMR Partners LLP
|
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|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
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|
Arete Wealth Advisors, LLC
|
|
|
|
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|
Weatherly Asset Management L. P.
|
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|
|
|
Evergreen Capital Management Llc
|
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|
Fiduciary Alliance LLC
|
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|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
WAR - ETF Series Solutions - U.S. Global Technology and Aerospace & Defense ETF
|
|
|
|
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|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
BULD - Pacer Funds Trust - Pacer BlueStar Engineering the Future ETF
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
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|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
General American Investors Co Inc
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Scholtz & Company, Llc
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Pine Ridge Advisers LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
|
|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
XY Capital Ltd
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF -
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
CCWSX - BAIRD FUNDS INC - Chautauqua International Growth Fund Investor Class
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Shariaportfolio, Inc.
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Needham Investment Management Llc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
CNEQ - Alger ETF Trust - Alger Concentrated Equity ETF
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
MayTech Global Investments, LLC
|
|
|
|
|
|
PEAPX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-3
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
TWOEX - TCW FUNDS INC - TCW White Oak Emerging Markets Equity Fund Class I
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Shay Capital LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
IBOT - VanEck ETF Trust - VanEck Robotics ETF
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Gavilan Investment Partners LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class
|
|
|
|
|
|
Galibier Capital Management Ltd.
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
AMDWX - AMANA MUTUAL FUNDS TRUST - Amana Developing World Fund Investor Shares
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
|
|
|
|
|
Octahedron Capital Management L.P.
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Telemark Asset Management, LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Crawford Fund Management, LLC
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Gunderson Capital Management Inc.
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Ulysses Management LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
IALAX - TRANSAMERICA FUNDS - Transamerica Capital Growth A
|
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|
|
|
D.a. Davidson & Co.
|
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|
Eldred Rock Partners, LLC
|
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Quotient Wealth Partners, LLC
|
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|
Leo Wealth, LLC
|
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|
Tcw Group Inc
|
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SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
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|
Massar Capital Management, LP
|
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|
Private Advisor Group, LLC
|
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|
Marcum Wealth, LLC
|
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|
Birchbrook, Inc.
|
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Pembroke Management, LTD
|
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
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|
|
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
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|
First Business Financial Services, Inc.
|
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|
Credit Agricole S A
|
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|
Onyx Bridge Wealth Group LLC
|
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NorthCrest Asset Manangement, LLC
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|
Sheaff Brock Investment Advisors, LLC
|
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|
MCF Advisors LLC
|
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|
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF
|
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|
UMA Financial Services, Inc.
|
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Farmers & Merchants Investments Inc
|
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ICICI Prudential Asset Management Co Ltd
|
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Summitry Llc
|
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Glass Wealth Management Co LLC
|
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Sierra Ocean, Llc
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
Harvest Fund Management Co., Ltd
|
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Prime Capital Investment Advisors, LLC
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Principal Financial Group Inc
|
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KBC Group NV
|
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Regions Financial Corp
|
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Venturi Wealth Management, LLC
|
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PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
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|
Horizon Investments, LLC
|
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DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
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|
BFONX - Northern Lights Fund Trust - The Biondo Focus Fund Investor Class
|
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|
Kingsview Wealth Management, LLC
|
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Covenant Asset Management, LLC
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AlphaCore Capital LLC
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|
Advisor Group Holdings, Inc.
|
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Commonwealth Financial Services, LLC
|
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|
V-Square Quantitative Management LLC
|
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|
Dimensional Fund Advisors Lp
|
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|
Sound Income Strategies, LLC
|
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|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class
|
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|
|
Citigroup Inc
|
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|
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|
|
Bestgate Wealth Advisors, LLC
|
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|
Yarbrough Capital, LLC
|
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|
Glenmede Trust Co Na
|
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|
Dorsey Asset Management, LLC
|
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|
Cornerstone Wealth Management, LLC
|
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|
Darden Wealth Group Inc
|
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|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
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|
New York State Common Retirement Fund
|
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|
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|
Tounjian Advisory Partners, Llc
|
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|
BayBridge Capital Group, LLC
|
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|
Calamos Global Dynamic Income Fund
|
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|
CORDA Investment Management, LLC.
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Rise Advisors, LLC
|
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Perkins Coie Trust Co
|
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Wedmont Private Capital
|
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EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A
|
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|
Barnes Pettey Financial Advisors, Llc
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
SummitTX Capital, L.P.
|
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|
Hilltop Holdings Inc.
|
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|
Phoenix Holdings Ltd.
|
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|
Finer Wealth Management, Inc.
|
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GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF
|
|
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|
Magnolia Capital Management Ltd
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
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|
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A
|
|
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|
Jupiter Wealth Management LLC
|
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|
Resources Management Corp /ct/ /adv
|
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|
Exencial Wealth Advisors, Llc
|
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|
World Equity Group, Inc.
|
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|
Gallacher Capital Management LLC
|
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|
Hm Payson & Co
|
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|
Genesis Private Wealth, Llc
|
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|
|
RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity
|
|
|
|
|
|
Beacon Financial Group
|
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|
|
Incline Global Management LLC
|
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|
|
Ascent Capital Management, LLC
|
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|
Jag Capital Management, Llc
|
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|
OneAscent Financial Services LLC
|
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|
Shelton Wealth Management, Llc
|
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|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
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|
|
Dimension Capital Management Llc
|
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|
Northern Oak Wealth Management Inc
|
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|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
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|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
SOXY - Tidal Trust II - YieldMax(TM) Target 12(TM) Semiconductor Option Income ETF
|
|
|
|
|
|
Explore Capital Management, LLC
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Robocap Asset Management Ltd
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
CCGSX - BAIRD FUNDS INC - Chautauqua Global Growth Fund Investor Class
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Intrepid Family Office Llc
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
MINAX - MADISON FUNDS - Madison International Stock Fund International Stock Fund Class A
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Focused Growth ETF
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund
|
|
|
|
|
|
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
MIGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Advantage Portfolio Class I
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Alkeon Capital Management Llc
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Capital Management Associates /ny/
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
|
|
|
|
|
TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a)
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
Jackson Square Partners, LLC
|
|
|
|
|
|
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund
|
|
|
|
|
|
Profunds - Profund Vp Europe 30
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
UNICOM Systems, Inc.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
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|
ERn Financial, LLC
|
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|
Clean Yield Group
|
|
|
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|
Atom Investors LP
|
|
|
|
|
|
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
Benson Investment Management Company, Inc.
|
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|
Lockheed Martin Investment Management Co
|
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|
UEPIX - Profunds - Europe 30 Profund Investor Class
|
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|
Gts Securities Llc
|
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|
|
Pacific Center for Financial Services
|
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|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Triple Frond Partners LLC
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Atria Investments Llc
|
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|
Angeles Wealth Management, Llc
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
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|
|
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|
Mattern Capital Management, Llc
|
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|
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|
Glen Eagle Advisors, LLC
|
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|
|
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|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
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|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
SOXQ - Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I
|
|
|
|
|
|
FSELX - FIDELITY SELECT PORTFOLIOS - Semiconductors Portfolio
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Aristides Capital LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
BlueSpruce Investments, LP
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
BBR ALO Fund, LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
MFOCX - Marsico Investment Fund - Marsico Focus Fund
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Account Management LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Soros Capital Management Llc
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Ardsley Advisory Partners Lp
|
|
|
|
|
|
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
Figure 8 Investment Strategies Llc
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
MPAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Advantage Portfolio Class I
|
|
|
|
|
|
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Lone Pine Capital Llc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Maplelane Capital, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Element Pointe Advisors, Llc
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
Lattice Capital Management, LLC
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Stephens Investment Management Group LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
TSEMX - TOUCHSTONE STRATEGIC TRUST - Touchstone Sands Capital Emerging Markets Growth Fund Class Y
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
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|
|
|
Smith Thornton Advisors LLC
|
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|
Sigma Planning Corp
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Institute for Wealth Management, LLC.
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Tevis Investment Management
|
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|
Toth Financial Advisory Corp
|
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SCS Capital Management LLC
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RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
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|
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|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
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|
Financial Avengers, Inc.
|
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Turtle Creek Wealth Advisors, LLC
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|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
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|
Provenance Wealth Advisors, LLC
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|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
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|
BNP Paribas Asset Management Holding S.A.
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|
Golden State Wealth Management, LLC
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Advisor OS, LLC
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Nbt Bank N A /ny
|
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White Oak Capital Partners Pte. Ltd.
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|
Puzo Michael J
|
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JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
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|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
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POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
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|
Strategic Financial Services, Inc,
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Aptus Capital Advisors, LLC
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
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|
Guggenheim Capital Llc
|
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Light Street Capital Management, Llc
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Fullcircle Wealth Llc
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Keystone Financial Group
|
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Crowley Wealth Management, Inc.
|
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JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
|
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|
Tower Bridge Advisors
|
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|
Garde Capital, Inc.
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Leelyn Smith, LLC
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Biondo Investment Advisors, LLC
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BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
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Financial Advocates Investment Management
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
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|
Portside Wealth Group, LLC
|
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|
MBEQX - M FUND INC - M International Equity Fund
|
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OAKIX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Fund Investor Class
|
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Lyell Wealth Management, Lp
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Capital Market Strategies LLC
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SRS Capital Advisors, Inc.
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BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund
|
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Berbice Capital Management LLC
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Nissay Asset Management Corp /japan/ /adv
|
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Tectonic Advisors Llc
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Avantax Advisory Services, Inc.
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Kfg Wealth Management, Llc
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Adirondack Trust Co
|
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StoneX Group Inc.
|
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|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
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|
Integrated Wealth Concepts LLC
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
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|
Lavaca Capital Llc
|
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Ronald Blue Trust, Inc.
|
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Advisory Services Network, LLC
|
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Evexia Wealth Llc
|
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1832 Asset Management L.P.
|
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Diversify Advisory Services, LLC
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
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|
Transcend Wealth Collective, Llc
|
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|
Avestar Capital, LLC
|
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|
J. W. Coons Advisors, LLC
|
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|
Bessemer Group Inc
|
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Parkside Financial Bank & Trust
|
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|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
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|
Wellspring Financial Advisors, LLC
|
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|
Campbell Capital Management Inc
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|
Redwood Financial Network Corp
|
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Virtue Capital Management, LLC
|
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|
Eagle Global Advisors Llc
|
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|
Cape Investment Advisory, Inc.
|
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|
Gabelli Dividend & Income Trust
|
|
|
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|
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I)
|
|
|
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|
Greenwood Capital Associates Llc
|
|
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|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
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|
|
Solstein Capital, LLC
|
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|
Private Trust Co Na
|
|
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|
Cibc World Markets Corp
|
|
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|
FourThought Financial Partners, LLC
|
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|
Chapman Financial Group, Llc
|
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|
Alliancebernstein L.p.
|
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|
Glenmede Investment Management, LP
|
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|
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class
|
|
|
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|
|
GWM Advisors LLC
|
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|
|
McLean Asset Management Corp
|
|
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|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
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|
Paradigm Financial Partners, Llc
|
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|
American Money Management, LLC
|
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|
|
Wellington Management Group Llp
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Growth ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Walter Public Investments Inc.
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
RYSIX - RYDEX SERIES FUNDS - Electronics Fund Investor Class
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
Heirloom Wealth Management
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
REMG - Russell Investments Exchange Traded Funds - Emerging Markets Equity Active ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Harris Oakmark International Portfolio Class A
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Jacksonville Wealth Management, LLC
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
WCMIX - Investment Managers Series Trust - WCM Focused International Growth Fund Institutional Class
|
|
|
|
|
|
BLVD Private Wealth, LLC
|
|
|
|
|
|
Loup Funds, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Pennant Select, LLC
|
|
|
|
|
|
MGLBX - Marsico Investment Fund - Marsico Global Fund
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
DARP - Tidal Trust II - Grizzle Growth ETF
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Calamos Global Total Return Fund
|
|
|
|
|
|
Karani Asset Management LLC
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Cresta Advisors, Ltd.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Mark Asset Management Lp
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
683 Capital Management, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
Mar Vista Investment Partners Llc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
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Iron Horse Wealth Management, LLC
|
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|
Avos Capital Management, LLC
|
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|
Gf Fund Management Co. Ltd.
|
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|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
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|
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|
Peak6 Llc
|
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|
Fiera Capital Corp
|
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|
One Capital Management, LLC
|
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|
Milestone Resources Group Ltd
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
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|
WP Advisors, LLC
|
|
|
|
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|
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
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|
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|
Aprio Wealth Management, LLC
|
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|
Invst, LLC
|
|
|
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|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
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|
Trust Co of Kansas
|
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|
Woodline Partners LP
|
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|
Wealth Quarterback LLC
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
Marks Group Wealth Management, Inc
|
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|
NXTE - Investment Managers Series Trust II - AXS Green Alpha ETF
|
|
|
|
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|
Roman Butler Fullerton & Co
|
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|
Hollencrest Capital Management
|
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|
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|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
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|
Us Bancorp \de\
|
|
|
|
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|
Pensionmark Financial Group, Llc
|
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|
Armstrong Advisory Group, Inc
|
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|
IMC-Chicago, LLC
|
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|
Larson Financial Group LLC
|
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Bbr Partners, Llc
|
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FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
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|
Jefferies Financial Group Inc.
|
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|
|
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|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
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|
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|
Norris Perne & French Llp/mi
|
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|
Rathbone Brothers plc
|
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|
Malaga Cove Capital, LLC
|
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|
Investors Research Corp
|
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|
EP Wealth Advisors, Inc.
|
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Gerber Kawasaki Wealth & Investment Management
|
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Voya Investment Management Llc
|
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|
Anderson Hoagland & Co
|
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|
Hughes Financial Services, LLC
|
|
|
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
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|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
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|
Mascoma Wealth Management LLC
|
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|
Canvas Wealth Advisors, LLC
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Circle Wealth Management, LLC
|
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|
Manufacturers Life Insurance Company, The
|
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GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Quilter Plc
|
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|
Everhart Financial Group, Inc.
|
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|
Pitcairn Co
|
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|
Park National Corp /oh/
|
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|
Professional Advisory Services Inc
|
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|
180 Wealth Advisors, Llc
|
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|
Prudent Man Investment Management, Inc.
|
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|
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|
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
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|
Morton Brown Family Wealth, LLC
|
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|
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|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
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|
Rule One Partners, LLC
|
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|
|
Boreal Capital Management LLC
|
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|
Coldstream Capital Management Inc
|
|
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|
Appaloosa Lp
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A
|
|
|
|
|
|
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Actinver Wealth Management, Inc.
|
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|
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|
Destination Wealth Management
|
|
|
|
|
|
Westside Investment Management, Inc.
|
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|
|
Heritage Investors Management Corp
|
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|
|
Empirical Asset Management, LLC
|
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|
PFG Advisors
|
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|
|
Trust Point Inc.
|
|
|
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|
Alpine Woods Capital Investors, Llc
|
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|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
Henry James International Management Inc.
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Pennant Investors, Lp
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
JNL SERIES TRUST - JNL/WCM Focused International Equity Fund (I)
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
RedJay Asset Management Inc.
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Bowie Capital Management, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
TPYAX - Touchstone Funds Group Trust - Touchstone International Esg Equity Fund Class A
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
Chronos Wealth Management, LLC
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Grace & Mercy Foundation, Inc.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
WFEAX - WELLS FARGO FUNDS TRUST - Wells Fargo International Equity Fund Class A
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
RYEUX - RYDEX SERIES FUNDS - Europe 1.25x Strategy Fund Class H
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Martin Investment Management, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Scion Asset Management, LLC
|
|
|
|
|
|
Two Creeks Capital Management, LP
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
Governors Lane LP
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
Summit Partners Public Asset Management, Llc
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
DTGRX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Technology Growth Fund Class A
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Contrarius Group Holdings Ltd
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Infinitum Asset Management, Llc
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
ULTRA SERIES FUND - International Stock Fund Class I
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
RULRX - World Funds Trust - Rule One Fund
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
ATVPX - ALGER FUNDS - Alger 35 Fund Class P
|
|
|
|
|
|
DC Investments Management, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
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Holowesko Partners Ltd.
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Five Oceans Advisors
|
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|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
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|
Janney Capital Management LLC
|
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|
Valley Forge Advisors, LLC
|
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|
Susquehanna International Group, Llp
|
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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|
Byrne Asset Management LLC
|
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|
Old National Bancorp /in/
|
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|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
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|
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|
Chicago Capital, LLC
|
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
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|
Nbc Securities, Inc.
|
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|
BlackRock ETF Trust - iShares International Country Rotation Active ETF
|
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|
|
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|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
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|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
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|
Topsail Wealth Management, LLC
|
|
|
|
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|
OAIEX - Optimum Fund Trust - Optimum International Fund Class A
|
|
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|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
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|
Kelly Financial Group Llc
|
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|
Fiduciary Trust Co
|
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|
Moss Adams Wealth Advisors LLC
|
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|
Keener Financial Planning LLC
|
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|
Falcon Wealth Planning
|
|
|
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|
Sei Investments Co
|
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|
CRA Financial Services, LLC
|
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|
Bellwether Advisors, LLC
|
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Mayflower Financial Advisors, LLC
|
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|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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|
Stokes Family Office, LLC
|
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Merit Financial Group, LLC
|
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Calamos Advisors LLC
|
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Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
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Garda Capital Partners Lp
|
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Flow Traders U.s. Llc
|
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|
Heritage Family Offices, LLP
|
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|
Simplicity Wealth,LLC
|
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|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
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|
Symmetry Peak Management Llc
|
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Silicon Valley Capital Partners
|
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Hudson Value Partners, LLC
|
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TigerOak Management, L.L.C.
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
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|
|
Dynamic Wealth Strategies, LLC
|
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|
American Trust Investment Advisors, LLC
|
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|
Taylor Frigon Capital Management LLC
|
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Root Financial Partners, LLC
|
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|
Thornburg Investment Management Inc
|
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|
Wela Strategies, Inc.
|
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Evermay Wealth Management Llc
|
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|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
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|
Norinchukin Bank, The
|
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|
Geode Capital Management, Llc
|
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Capital Investment Advisory Services, LLC
|
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|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
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|
Kathmere Capital Management, LLC
|
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|
Keystone Global Partners, LLC
|
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|
New Millennium Group LLC
|
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|
Main Street Research LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
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|
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|
Thompson Investment Management, Inc.
|
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|
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
|
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|
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF
|
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|
Harbour Investments, Inc.
|
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|
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF
|
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|
BTC Capital Management, Inc.
|
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|
TFC Financial Management
|
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|
James Investment Research Inc
|
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|
Capital International Ltd /ca/
|
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|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
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|
Dover Advisors, Llc
|
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|
Custom Index Systems, Llc
|
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|
Stanley Capital Management, LLC
|
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|
Credential Qtrade Securities Inc.
|
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|
Principal Street Partners, LLC
|
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|
SG Americas Securities, LLC
|
|
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|
Gladstone Institutional Advisory LLC
|
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|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
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|
Penserra Capital Management LLC
|
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|
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
|
|
|
|
|
Putney Financial Group LLC
|
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|
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|
|
Old West Investment Management, LLC
|
|
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|
My Legacy Advisors, LLC
|
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|
Elevation Series Trust - The Opal International Dividend Income ETF
|
|
|
|
|
|
LPL Financial LLC
|
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|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
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|
Auxier Asset Management
|
|
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|
Buckingham Strategic Partners
|
|
|
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|
Saturna Capital CORP
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML International Equity Fund Class II
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
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|
|
Permanens Capital L.P.
|
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|
|
|
Connable Office Inc
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Prudent Investors Network
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Impact Investors, Inc
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
BlackRock ETF Trust - iShares Technology Opportunities Active ETF
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
English Capital Management Llc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Cypress Funds Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Focused Growth Portfolio Class I
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Novo Holdings A/S
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Windacre Partnership Llc
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Brown University
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
11 Capital Partners LP
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Integrity Investment Advisors, LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
CHPY - Tidal Trust II - YieldMax(TM) Semiconductor Portfolio Option Income ETF
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Ervin Investment Management, LLC
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
PBFDX - FORUM FUNDS - Payson Total Return Fund
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Madison Covered Call & Equity Strategy Fund
|
|
|
|
|
|
NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
LCG - Northern Lights Fund Trust IV - Sterling Capital Focus Equity ETF
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
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Meeder Advisory Services, Inc.
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VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
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|
Rakuten Investment Management, Inc.
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Royal Fund Management, LLC
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FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
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HBW Advisory Services LLC
|
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McGuire Investment Group, LLC
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Benjamin Edwards Inc
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Allen Investment Management LLC
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Benin Management CORP
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Kovack Advisors, Inc.
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Baugh & Associates, LLC
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State Farm Mutual Automobile Insurance Co
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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Bragg Financial Advisors, Inc
|
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Guerra Pan Advisors, Llc
|
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DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares
|
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Foster Group, Inc.
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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Centricity Wealth Management, LLC
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Roberts Glore & Co Inc /il/
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Marsico Capital Management Llc
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Cromwell Holdings LLC
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Chicago Partners Investment Group LLC
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Linden Thomas Advisory Services, LLC
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Capital Investment Advisors, LLC
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Quest Investment Management Llc
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Tanglewood Legacy Advisors, LLC
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TFB Advisors LLC
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Promus Capital, LLC
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CenterStar Asset Management, LLC
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NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP Newton Technology Growth Portfolio Service Class
|
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Mitchell Sinkler & Starr/pa
|
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Pnc Financial Services Group, Inc.
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North Star Investment Management Corp.
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NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
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Equitable Holdings, Inc.
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Cubist Systematic Strategies, LLC
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WPG Advisers, LLC
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DMG Group, LLC
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ORG Wealth Partners, LLC
|
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SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
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Sovereign Financial Group, Inc.
|
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NOIAX - Natixis Funds Trust I - Natixis Oakmark International Fund Class A
|
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FRG Family Wealth Advisors LLC
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Rosenberg Matthew Hamilton
|
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Diversify Wealth Management, Llc
|
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Trust Co Of Toledo Na /oh/
|
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AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
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Sound View Wealth Advisors Group, LLC
|
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GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
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TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class
|
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Capital Advisory Group Advisory Services, LLC
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Venture Visionary Partners LLC
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United Advisor Group, LLC
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Clearwater Capital Advisors, LLC
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Alliance Wealth Advisors, LLC /UT
|
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CoreCap Advisors, LLC
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|
Peapack Gladstone Financial Corp
|
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Mid-American Wealth Advisory Group, Inc.
|
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SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
|
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|
SCMGX - Advisors' Inner Circle Fund - Sands Capital Global Growth Fund Institutional Class Shares
|
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|
HB Wealth Management, LLC
|
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|
Welch & Forbes Llc
|
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Lighthouse Investment Partners, LLC
|
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|
RMR Wealth Builders
|
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Pinney & Scofield, Inc.
|
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Prosperity Consulting Group, LLC
|
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Parnassus Investments /ca
|
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Northeast Investment Management
|
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Mmbg Investment Advisors Co.
|
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Capital International Sarl
|
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Webster Bank, N. A.
|
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Schonfeld Strategic Advisors LLC
|
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Limestone Investment Advisors LP
|
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Tradewinds Capital Management, LLC
|
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|
Synergy Financial Group, LTD
|
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|
Independence Bank of Kentucky
|
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|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
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|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
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|
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|
|
Capital Advisors, Ltd. LLC
|
|
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|
|
Snowden Capital Advisors LLC
|
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|
Wealthstream Advisors, Inc.
|
|
|
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|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
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|
|
Cordatus Wealth Management LLC
|
|
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|
Banque Transatlantique SA
|
|
|
|
|
|
ETNEX - MUTUAL FUND SERIES TRUST - Eventide Exponential Technologies Fund Class N Share
|
|
|
|
|
|
Investidor Profissional Gestao de Recursos Ltda.
|
|
|
|
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|
Royal Bank Of Canada
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
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|
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|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A
|
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|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class
|
|
|
|
|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Michael S. Ryan, Inc.
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
TEMX - Touchstone ETF Trust - Touchstone Sands Capital Emerging Markets ex-China Growth ETF
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
Horizon Family Wealth, Inc.
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
CNECX - ALGER FUNDS - Alger Concentrated Equity Fund Class C
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Ithaka Group Llc
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
SSIFX - SATURNA INVESTMENT TRUST - Sextant International Fund Investor Shares
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
QCVAX - Clearwater Investment Trust - Clearwater International Fund
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Technology Growth Portfolio - Initial Shares
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Eagle Capital Management Llc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
FELAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Semiconductors Fund Class A
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Saratoga Research & Investment Management
|
|
|
|
|
|
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class
|
|
|
|
|
|
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
|
|
|
|
|
VERS - PROSHARES TRUST - ProShares Metaverse Theme ETF
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Black Maple Capital Management LP
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
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|
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares
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|
|
Plan Group Financial, LLC
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|
Silvant Capital Management LLC
|
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MOSAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Overseas Fund Class A
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Financial Sense Advisors, Inc.
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Vident Advisory, LLC
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Vestmark Advisory Solutions, Inc.
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Acorn Wealth Advisors, LLC
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RVW Wealth, LLC
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|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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|
|
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|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
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|
Beacon Capital Management, LLC
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
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|
Hohimer Wealth Management, Llc
|
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DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
|
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|
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|
|
Commerce Bank
|
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|
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|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
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|
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|
|
Veracity Capital LLC
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Personal Cfo Solutions, Llc
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Phillips Wealth Planners LLC
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Titan Global Capital Management Usa Llc
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Ameritas Advisory Services, LLC
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Mill Capital Management, LLC
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Clear Creek Financial Management, LLC
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Morse Asset Management, Inc
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Gradient Investments LLC
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|
Harrington Investments, INC
|
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|
Optimum Investment Advisors
|
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|
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|
Abundance Wealth Counselors
|
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|
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|
Landaas & Co /wi /adv
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Gibbs Wealth Management
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YHB Investment Advisors, Inc.
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Captrust Financial Advisors
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SLT Holdings LLC
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Sherman Asset Management, Inc.
|
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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Mattson Financial Services, LLC
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|
|
|
|
BankPlus Trust Department
|
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JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
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|
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|
Ieq Capital, Llc
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Chilton Investment Co Llc
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Murphy & Mullick Capital Management Corp
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Papamarkou Wellner Asset Management inc.
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Pin Oak Investment Advisors Inc
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Td Private Client Wealth Llc
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Americana Partners, LLC
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Gryphon Financial Partners LLC
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Blackhawk Capital Partners LLC.
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Clear Street Llc
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Lmcg Investments, Llc
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Cornerstone Planning Group LLC
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KP Management LLC
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Essex Savings Bank
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White Lighthouse Investment Management Inc.
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|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
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|
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|
Novem Group
|
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|
|
|
|
Chemistry Wealth Management LLC
|
|
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NBDS - Neuberger Berman ETF Trust - Neuberger Berman Disrupters ETF
|
|
|
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|
HHM Wealth Advisors, LLC
|
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|
RMB Capital Management, LLC
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CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
|
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Greykasell Wealth Strategies, Inc.
|
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First Foundation Advisors
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JT Stratford LLC
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|
Amundi
|
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|
Accent Capital Management, LLC
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|
Purus Wealth Management, LLC
|
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|
Northern Trust Corp
|
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|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
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|
Advantage Advisers Xanthus Fund, L.l.c.
|
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|
Consolidated Portfolio Review Corp
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Haverford Trust Co
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Jackson Square Capital, Llc
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Pinnacle Bancorp, Inc.
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MAI Capital Management
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Perennial Investment Advisors, LLC
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|
Opal Wealth Advisors, LLC
|
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|
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
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|
Aureus Asset Management, LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund
|
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Baird Financial Group, Inc.
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Carmel Capital Management L.L.C.
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Financial Perspectives, Inc
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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Smithfield Trust Co
|
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Ameriflex Group, Inc.
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First Trust Advisors Lp
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Balyasny Asset Management Llc
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Meridian Investment Counsel Inc.
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|
Osborne Partners Capital Management, Llc
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QLTI - 2023 ETF Series Trust II - GMO International Quality ETF
|
|
|
|
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|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
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|
Y.D. More Investments Ltd
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|
GM Advisory Group, Inc.
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|
Am Investment Strategies Llc
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Ritholtz Wealth Management
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|
Pictet Asset Management Holding SA
|
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|
Summit Financial, LLC
|
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|
Thoroughbred Financial Services, Llc
|
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|
BKCG - BNY Mellon ETF Trust II - BNY Mellon Concentrated Growth ETF
|
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|
Altfest L J & Co Inc
|
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|
Jamison Private Wealth Management, Inc.
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|
Beaird Harris Wealth Management, LLC
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IFS Advisors, LLC
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|
Founders Financial Securities Llc
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|
Bellecapital International Ltd.
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|
Tamar Securities, LLC
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|
Alta Capital Management Llc/
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|
Wealth Advisory Solutions, LLC
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|
Redwood Wealth Management Group, LLC
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|
Laurel Wealth Advisors LLC
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|
Jacobson & Schmitt Advisors, Llc
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|
|
SOXL - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
|
|
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|
Silvercrest Asset Management Group Llc
|
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|
Zions Bancorporation, National Association /ut/
|
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|
Nautilus Advisors LLC
|
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|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
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|
|
|
Tower Research Capital LLC (TRC)
|
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|
|
|
|
HighTower Advisors, LLC
|
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|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
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|
|
|
Investment House Llc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Regency Capital Management Inc.\DE
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
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|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Catalyst Private Wealth, Llc
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
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|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
CBSE - Elevation Series Trust - Clough Select Equity ETF
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Sora Investors Llc
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
|
|
|
|
|
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Electronics Fund Variable Annuity
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Himension Fund
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
METV - Listed Funds Trust - Roundhill Ball Metaverse ETF
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
BUFIX - BUFFALO FUNDS - Buffalo International Fund Investor Class
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
OAIM - UNIFIED SERIES TRUST - OneAscent International Equity ETF
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
Baring Financial LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Channing Global Advisors, Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
NMIEX - Northern Funds - Active M International Equity Fund
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
ASMH - Precidian ETFs Trust - ASML Holding NV ADRhedged(TM)
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
HCMAX - ALPS Series Trust - Hillman Value Fund
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Aspiring Ventures, LLC
|
|
|
|
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|
Nvest Financial, LLC
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
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Jarislowsky, Fraser Ltd
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Alpha Family Trust
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Baron Silver Stevens Financial Advisors, Llc
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Dunhill Financial, LLC
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Rafferty Asset Management, LLC
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Point72 Asset Management, L.P.
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REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S
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Change Path, LLC
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Bowen Hanes & Co Inc
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Parallel Advisors, LLC
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AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - International Emerging Markets Account Class 1
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JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
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Minot DeBlois Advisors LLC
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Raymond James Financial Inc
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Red Spruce Capital, LLC
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HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
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Oakworth Capital, Inc.
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Morgens Waterfall Vintiadis & Co Inc
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Seven Mile Advisory
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Polen Capital Management Llc
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CIBC Asset Management Inc
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Nilsine Partners, LLC
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RBB FUND, INC. - Aquarius International Fund
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Wambolt & Associates, LLC
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Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
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Oppenheimer Asset Management Inc.
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ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
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STF Management LP
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Jacobi Capital Management LLC
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Capital Advisors Inc/ok
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Mengis Capital Management, Inc.
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Mount Yale Investment Advisors, LLC
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Bank of New York Mellon Corp
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Hudson Bay Capital Management LP
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North Capital, Inc.
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ProShare Advisors LLC
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Strategic Global Advisors, LLC
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
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TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
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NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
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Centerpoint Advisors, LLC
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Baldwin Investment Management, LLC
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DecisionMap Wealth Management, LLC
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JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
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LRI Investments, LLC
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Harbor Advisory Corp /ma/
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MidWestOne Financial Group, Inc.
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CastleKnight Management LP
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Legacy Wealth Managment, LLC/ID
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Cullen/frost Bankers, Inc.
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Stiles Financial Services Inc
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D.B. Root & Company, LLC
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Grassi Investment Management
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Meritage Portfolio Management
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FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund
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Townsquare Capital Llc
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JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
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Kraft, Davis & Associates, LLC
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ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
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GKV Capital Management Co., Inc.
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Nuveen S&p 500 Buywrite Income Fund
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Sofos Investments, Inc.
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Continuum Advisory, LLC
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Capstone Wealth Management Group, Llc
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IMA Wealth, Inc.
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CNB Bank
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PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
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DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
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Blair William & Co/il
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Gen-Wealth Partners Inc
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Capital Research Global Investors
|
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Bridgewater Advisors Inc.
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Cary Street Partner Investment Advisory Llc
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BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares
|
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Bnp Paribas
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International Assets Investment Management, Llc
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Creekmur Asset Management LLC
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Healthcare Of Ontario Pension Plan Trust Fund
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Dillon & Associates Inc
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X-Square Capital, LLC
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Semus Wealth Partners LLC
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Douglass Winthrop Advisors, LLC
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Interval Partners, LP
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CX Institutional
|
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Umb Bank N A/mo
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Sterling Capital Management LLC
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AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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Stablepoint Partners, LLC
|
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CenterBook Partners LP
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
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MQS Management LLC
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Carr Financial Group Corp
|
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Kessler Investment Group, LLC
|
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PFG Investments, LLC
|
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Hyperion Asset Management Ltd
|
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Harbor Advisors LLC
|
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FineMark National Bank & Trust
|
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JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
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Nicolet Advisory Services, Llc
|
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Boit C F David
|
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SMH - VanEck Vectors ETF Trust - VanEck Vectors Semiconductor ETF
|
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Sands Capital Management, Llc
|
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Ambassador Advisors, LLC
|
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NEOS Investment Management LLC
|
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Sandy Spring Bank
|
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SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
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|
Blume Capital Management, Inc.
|
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|
Barometer Capital Management Inc.
|
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Western Wealth Management, LLC
|
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Sentinel Trust Co Lba
|
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|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
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Cohen Capital Management, Inc.
|
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Values First Advisors, Inc.
|
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
IMS Capital Management
|
|
|
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|
Prudent Man Advisors, LLC
|
|
|
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Traub Capital Management LLC
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
CogentBlue Wealth Advisors, LLC
|
|
|
|
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|
Pinnacle Financial Partners Inc
|
|
|
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TB Alternative Assets Ltd.
|
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|
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SOXX - iSHARES TRUST - iShares PHLX Semiconductor ETF
|
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|
|
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Advisory Resource Group
|
|
|
|
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HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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Massachusetts Financial Services Co /ma/
|
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