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Mystic Asset Management, Inc.
|
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Schroder Investment Management Group
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
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|
Amundi
|
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|
Wedgewood Investors Inc /pa/
|
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
Equitable Trust Co
|
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|
CoreFirst Bank & Trust
|
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|
Brown Advisory Inc
|
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|
Twin Capital Management Inc
|
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Bragg Financial Advisors, Inc
|
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OMAH - Tidal Trust III - VistaShares Target 15 Berkshire Select Income ETF
|
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|
Burling Wealth Partners, Llc
|
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
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|
Geode Capital Management, Llc
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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|
Rational Advisors Llc
|
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|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
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|
Union Savings Bank
|
|
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|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
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|
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
Plancorp, LLC
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RFP Financial Group LLC
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Berkshire Asset Management Llc/pa
|
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Archer Investment Corp
|
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
Granite Harbor Advisors, Inc.
|
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Bear Mountain Capital, Inc.
|
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SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
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|
Lavaca Capital Llc
|
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Kerusso Capital Management LLC
|
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Lombard Odier Asset Management (Switzerland) SA
|
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Narus Financial Partners, LLC
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Sheets Smith Wealth Management
|
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|
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Curio Wealth, Llc
|
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ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
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|
Selway Asset Management
|
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|
Horizon Investment Services, LLC
|
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Kayne Anderson Rudnick Investment Management Llc
|
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UNIVEST FINANCIAL Corp
|
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Wealth Group, Ltd.
|
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|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
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|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
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|
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|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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|
Conning Inc.
|
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|
Retirement Income Solutions, Inc
|
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Wynn Capital, LLC
|
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Capital Advisors Inc/ok
|
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Quantitative Investment Management, LLC
|
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TKG Advisors, LLC
|
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|
Willis Investment Counsel
|
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Future Fund LLC
|
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Parsons Capital Management Inc/ri
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Kanawha Capital Management Llc
|
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Walleye Trading LLC
|
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Walker Asset Management, LLC
|
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Texas Yale Capital Corp.
|
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Clarkston Capital Partners, LLC
|
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Middleton & Co Inc/ma
|
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Patten & Patten Inc/tn
|
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YANKCOM Partnership
|
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Matrix Asset Advisors Inc/ny
|
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Ellis Investment Partners, LLC
|
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|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
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|
Franklin Resources Inc
|
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|
Triangle Securities Wealth Management
|
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Sanibel Captiva Trust Company, Inc.
|
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Delta Global Management LP
|
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Varma Mutual Pension Insurance Co
|
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|
Hancock Whitney Corp
|
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|
Sheaff Brock Investment Advisors, LLC
|
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Invesco Ltd.
|
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|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Moment Partners, LLC
|
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|
|
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|
Glenview Trust Co
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Focused Investors LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
NINE MASTS CAPITAL Ltd
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Legacy Financial Group, Inc.
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
Dundas Partners LLP
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Ulysses Management LLC
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Horizon Family Wealth, Inc.
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Taylor Frigon Capital Management LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Ehrlich Financial Group
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Antonelli Financial Advisors, LLC
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
Sachetta, LLC
|
|
|
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|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
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|
|
Hrt Financial Lp
|
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|
Birch Hill Investment Advisors LLC
|
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|
Buckley Wealth Management, LLC
|
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|
Entropy Technologies, LP
|
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|
Graves-Light Private Wealth Management, Inc.
|
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|
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|
Annex Advisory Services, LLC
|
|
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|
|
|
First Eagle Investment Management, LLC
|
|
|
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|
|
RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A
|
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|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
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|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
Brown, Lisle/cummings, Inc.
|
|
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
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|
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|
LGT Financial Advisors LLC
|
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Exchange Traded Concepts, Llc
|
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Jacobi Capital Management LLC
|
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|
Hilltop National Bank
|
|
|
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|
Wealth Architects, LLC
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
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|
|
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|
Borer Denton & Associates, Inc.
|
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|
|
|
|
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Purus Wealth Management, LLC
|
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|
|
|
|
Beverly Hills Private Wealth, LLC
|
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|
|
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|
Boit C F David
|
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|
WFA Asset Management Corp
|
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Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
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|
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|
Lpwm Llc
|
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|
Plante Moran Financial Advisors, LLC
|
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|
AE Wealth Management LLC
|
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|
Barnes Dennig Private Wealth Management LLC
|
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|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
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|
Fiduciary Group LLC
|
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|
Daymark Wealth Partners, Llc
|
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|
MCF Advisors LLC
|
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|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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|
Bank OZK
|
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|
Wbh Advisory Inc
|
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|
Rooted Wealth Advisors, Inc.
|
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|
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
|
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|
Lincoln Capital LLC
|
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|
Colonial Trust Advisors
|
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Greenwich Wealth Management LLC
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TruWealth Advisors, LLC
|
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AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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|
|
Stablepoint Partners, LLC
|
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|
Defined Financial Planning LLC
|
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|
Hallmark Capital Management Inc
|
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|
Columbia Asset Management
|
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|
WestEnd Advisors, LLC
|
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|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
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|
|
|
Am Investment Strategies Llc
|
|
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|
|
Pettyjohn, Wood & White, Inc
|
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|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
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|
Callahan Advisors, LLC
|
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|
Exchange Bank
|
|
|
|
|
|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Omega Financial Group, LLC
|
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|
Channel Wealth Llc
|
|
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|
Public Sector Pension Investment Board
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
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|
Glenmede Investment Management, LP
|
|
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|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
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|
|
Libra Wealth Llc
|
|
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|
|
JNBA Financial Advisors
|
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|
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|
Cypress Capital Group
|
|
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|
SP Asset Management LLC
|
|
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|
Chelsea Counsel Co
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
|
|
|
|
|
Delphi Management Inc /ma/
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
KWB Wealth
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Skye Global Management LP
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Westchester Capital Management, Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Covestor Ltd
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
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Heritage Trust Co
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Boston Private Wealth Llc
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Sawgrass Asset Management Llc
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NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
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OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
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Union Bancaire Privee, UBP SA
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Cape Investment Advisory, Inc.
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
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PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
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Kingsman Wealth Management, Inc.
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Seacrest Wealth Management, Llc
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Wittenberg Investment Management, Inc.
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Profunds - Profund Vp Large-cap Growth
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FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
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Allen Capital Group, LLC
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
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Northwest Quadrant Wealth Management, LLC
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Smithfield Trust Co
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PDT Partners, LLC
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NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
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Outlook Wealth Advisors, LLC
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
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Exencial Wealth Advisors, Llc
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
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Petros Family Wealth, LLC
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Amussen Hunsaker Associates Llc
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Banque Pictet & Cie Sa
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SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
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Investment Research & Advisory Group, Inc.
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SevenBridge Financial Group, LLC
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Trust Co of the South
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FT Vest Hedged Equity Income Fund: Series A3
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Silicon Valley Capital Partners
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Journey Strategic Wealth Llc
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
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Natural Investments, Llc
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Lazard Asset Management Llc
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TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
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Elevated Capital Advisors, LLC
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
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Holowesko Partners Ltd.
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Cassaday & Co Wealth Management LLC
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Legal & General Group Plc
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
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Blue Square Asset Management, Llc
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Generali Asset Management SPA SGR
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Shulman DeMeo Asset Management LLC
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
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Oakworth Capital, Inc.
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Cornerstone Advisors, LLC
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Kathmere Capital Management, LLC
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
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IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
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Meeder Asset Management Inc
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S-Bank Fund Management Ltd
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HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
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Riverbend Wealth Management, LLC
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Eq Wealth Advisors, Llc
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King Wealth
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Cambridge Advisors Inc.
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Deutsche Bank Ag\
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Pitcairn Co
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Trueblood Wealth Management, LLC
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Jpmorgan Chase & Co
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Herold Advisors, Inc.
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Impact Capital Partners LLC
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James J. Burns & Company, LLC
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SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
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FT Vest Hedged Equity Income Fund: Series A2
|
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Mjp Associates Inc /adv
|
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Wilkins Investment Counsel Inc
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Arvest Investments, Inc.
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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Chesapeake Wealth Management
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
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Legacy Financial Advisors, Inc.
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Magnolia Capital Management Ltd
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Richard Bernstein Advisors LLC
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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Addison Capital Co
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WT Wealth Management
|
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Jackson, Grant Investment Advisers, Inc.
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Midwest Financial Group LLC
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Patriot Financial Group Insurance Agency, LLC
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Independent Family Office, LLC
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Platform Technology Partners
|
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Burns J W & Co Inc/ny
|
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Tweedy, Browne Co LLC
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KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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Boston Common Asset Management, LLC
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Factory Mutual Insurance Co
|
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Private Advisor Group, LLC
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Woodward Diversified Capital, Llc
|
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
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VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
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Sigma Planning Corp
|
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Hopwood Financial Services, Inc.
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Paul Damon & Associates, Inc.
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Shayne & Co., Llc
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Inlet Private Wealth, LLC
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WMG Financial Advisors, LLC
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VestGen Advisors, LLC
|
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|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
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|
Hofer & Associates. Inc
|
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|
McGlone Suttner Wealth Management, Inc.
|
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SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
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Copia Wealth Management
|
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|
Buck Wealth Strategies, LLC
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Squarepoint Ops LLC
|
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|
Marshall Wace, Llp
|
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|
Sumitomo Mitsui Financial Group, Inc.
|
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|
Truist Financial Corp
|
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|
1620 Investment Advisors, Inc.
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Berkley W R Corp
|
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|
Aspire Private Capital, LLC
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Saxony Capital Management, LLC
|
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VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
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|
Kiker Wealth Management, LLC
|
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Hamilton Capital, LLC
|
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|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
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|
Condor Capital Management
|
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|
Herbst Group, Llc
|
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|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
Tiemann Investment Advisors, Llc
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
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|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
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|
Sage Rhino Capital Llc
|
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|
Ellevest, Inc.
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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|
|
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|
Capital Advantage, Inc.
|
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CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
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|
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|
|
Richwood Investment Advisors, LLC
|
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|
Gold Investment Management Ltd.
|
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|
B&l Asset Management Llc
|
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|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Coign Capital Advisors LLC
|
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|
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|
Brookwood Investment Group LLC
|
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|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
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|
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|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
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|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
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|
Capstone Investment Advisors, Llc
|
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|
Indiana Trust & Investment Management CO
|
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|
Edgemoor Investment Advisors, Inc.
|
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|
Bond & Devick Financial Network, Inc.
|
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|
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|
Old Point Trust & Financial Services N A
|
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|
First Citizens Bank & Trust Co
|
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|
Piscataqua Savings Bank
|
|
|
|
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|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
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|
FOCUS Wealth Advisors, LLC
|
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|
Abacus Wealth Partners, LLC
|
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|
|
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|
Beaird Harris Wealth Management, LLC
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
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|
|
|
|
Abound Wealth Management
|
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|
|
|
|
Gitterman Wealth Management, LLC
|
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|
|
|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Solitude Financial Services
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
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|
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|
Atticus Wealth Management, Llc
|
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|
Correct Capital Wealth Management
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
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|
|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Schwerin Boyle Capital Management Inc
|
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|
|
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|
Lodestone Wealth Management LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Amplify ETF Trust - Amplify Mobile Payments ETF
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
Sprucegrove Investment Management Ltd
|
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|
|
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|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
MAI Capital Management
|
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|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
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|
|
Teamwork Financial Advisors, LLC
|
|
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|
Mitchell Mcleod Pugh & Williams Inc
|
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|
Cottonwood Capital Advisors, Llc
|
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|
|
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|
BTC Capital Management, Inc.
|
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|
|
|
|
Sound Income Strategies, LLC
|
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|
|
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|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
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|
WealthTrak Capital Management LLC
|
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|
Meridian Wealth Management, LLC
|
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|
Susquehanna International Group, Llp
|
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|
Gratus Wealth Advisors, LLC
|
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|
Pekin Hardy Strauss, Inc.
|
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|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
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|
|
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|
L & S Advisors Inc
|
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|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Pcg Asset Management, Llc
|
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|
Pineridge Advisors LLC
|
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|
Narwhal Capital Management
|
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|
|
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|
Beach Investment Counsel Inc/pa
|
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|
New York Life Investment Management Llc
|
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|
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|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
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|
|
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|
Weatherly Asset Management L. P.
|
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|
|
|
|
Fairman Group, LLC
|
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|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
KG&L Capital Management,LLC
|
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|
|
|
|
CX Institutional
|
|
|
|
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|
MBL Wealth, LLC
|
|
|
|
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|
Congress Wealth Management LLC / DE /
|
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|
|
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|
Bull Street Advisors, LLC
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
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|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Banyan Capital Management, Inc.
|
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|
|
|
|
Penobscot Investment Management Company, Inc.
|
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|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Pacifica Capital Investments, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
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Goepper Burkhardt LLC
|
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Westend Capital Management LLC
|
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|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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|
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|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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|
Artisan Partners Limited Partnership
|
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|
Bernard Wealth Management Corp.
|
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|
Benjamin Edwards Inc
|
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|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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|
Winton Capital Group Ltd
|
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|
Optimize Financial Inc
|
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|
Pvg Asset Management Corp
|
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Midwest Trust Co
|
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|
Perennial Advisors, LLC
|
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|
Artemis Investment Management LLP
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|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
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|
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class
|
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|
FUKOKU MUTUAL LIFE INSURANCE Co
|
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|
Headinvest, Llc
|
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Knollwood Investment Advisory, LLC
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Amplius Wealth Advisors, LLC
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|
Arrow Financial Corp
|
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XML Financial, LLC
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Berry Wealth Group, LP
|
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Red Cedar Investment Management, Llc
|
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Wealthspire Advisors, LLC
|
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|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
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|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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Sentry Investment Management Llc
|
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DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
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|
William B. Walkup & Associates, Inc.
|
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Great Diamond Partners, LLC
|
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Ipswich Investment Management Co., Inc.
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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|
Fragasso Group Inc.
|
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|
Ameriprise Financial Inc
|
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JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
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|
Cookson Peirce & Co Inc
|
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|
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|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
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|
Clifford Group, LLC
|
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|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
|
Infusive Asset Management Inc.
|
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|
Mill Creek Capital Advisors, LLC
|
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|
Wealthstream Advisors, Inc.
|
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Oxford Financial Group Ltd
|
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Armstrong Advisory Group, Inc
|
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Nisa Investment Advisors, Llc
|
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Integrity Alliance, Llc.
|
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Yoffe Investment Management, LLC
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
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|
Winebrenner Capital Management Llc
|
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|
Pacifica Partners Inc.
|
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Fwl Investment Management, Llc
|
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FourThought Financial Partners, LLC
|
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|
WealthPLAN Partners, LLC
|
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|
AustralianSuper Pty Ltd
|
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|
Oak Asset Management, LLC
|
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|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
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|
EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF
|
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|
Princeton Capital Management Llc
|
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|
Chapman Financial Group, Llc
|
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|
Financial Security Advisor, Inc.
|
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
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|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
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|
Catalyst Financial Partners Llc
|
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|
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|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
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|
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|
Traphagen Investment Advisors Llc
|
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|
Transamerica Financial Advisors, Inc.
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
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|
|
|
Insight Inv LLC
|
|
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|
|
|
Tower Wealth Partners, Inc.
|
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|
Saxon Interests, Inc.
|
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|
Rockefeller Capital Management L.P.
|
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|
Up Strategic Wealth Investment Advisors Llc
|
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|
Woodstock Corp
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
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|
|
|
|
Vivid Wealth Management, LLC
|
|
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|
|
Boston Family Office Llc
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
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|
|
Stephenson & Company, Inc.
|
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|
|
Greenleaf Trust
|
|
|
|
|
|
Jane Street Group, Llc
|
|
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|
|
South Plains Financial, Inc.
|
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|
|
Blair William & Co/il
|
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|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
|
|
|
|
Cornerstone Investment Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
DCM Advisors, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Bestgate Wealth Advisors, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Pinnacle Wealth Management, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Prospect Hill Management, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
USS Investment Management Ltd
|
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|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
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|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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|
Chatham Capital Group, Inc.
|
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|
Community Bank, N.A.
|
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|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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|
Verition Fund Management LLC
|
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|
Luken Investment Analytics, LLC
|
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|
Cable Hill Partners, LLC
|
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|
Arbor Capital Management Inc /adv
|
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|
Alteri Wealth LLC
|
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|
Galilei Investment Office LLP
|
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|
Brady Martz Wealth Solutions, LLC
|
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|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
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|
|
Bell Bank
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
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|
Mustard Seed Financial, LLC
|
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|
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
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|
Integrated Investment Consultants, LLC
|
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|
First Business Financial Services, Inc.
|
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|
California Public Employees Retirement System
|
|
|
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|
Sandhill Capital Partners LLC
|
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|
Bartlett & Co. Wealth Management Llc
|
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IFM Investors Pty Ltd
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
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|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
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|
Salem Investment Counselors Inc
|
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Terra Nova Asset Management LLC
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Kennedy Investment Group
|
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Dearborn Partners Llc
|
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New Age Alpha Advisors, LLC
|
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Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
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|
Burney Co/
|
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Applied Finance Capital Management, LLC
|
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Anchor Investment Management, LLC
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Profund Advisors Llc
|
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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New York State Teachers Retirement System
|
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Zions Bancorporation, National Association /ut/
|
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Creative Capital Management Investments LLC
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Macroview Investment Management Llc
|
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1832 Asset Management L.P.
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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|
Chapman Investment Management, LLC
|
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|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
|
|
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|
Icon Wealth Advisors, LLC
|
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|
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|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
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|
Guardian Capital Lp
|
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BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
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|
Sierra Capital LLC
|
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|
Laurion Capital Management LP
|
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Naples Global Advisors, Llc
|
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NavPoint Financial, Inc.
|
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Security National Bank Of So Dak
|
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Paralel Advisors LLC
|
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
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|
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|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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Ceera Investments, Llc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
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Bessemer Group Inc
|
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Mountain Pacific Investment Advisers Inc/id
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
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|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
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|
Vanguard Group Inc
|
|
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|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
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|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
Cetera Trust Company, N.A
|
|
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|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
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|
Bangor Savings Bank
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
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|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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|
Kennebec Savings Bank
|
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|
Hamilton Point Investment Advisors, LLC
|
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|
Texas Capital Bank Wealth Management Services Inc
|
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|
Summit Trail Advisors, Llc
|
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|
Nicholas Hoffman & Company, LLC.
|
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|
Diligent Investors, LLC
|
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|
Principia Wealth Advisory, LLC
|
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|
Spartan Planning & Wealth Management
|
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|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
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|
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|
Rothschild & Co Wealth Management UK Ltd
|
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|
M. Kulyk & Associates, LLC
|
|
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|
Commerce Bank
|
|
|
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
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|
Camden National Bank
|
|
|
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|
Grandfield & Dodd, Llc
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
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|
Legacy Private Trust Co.
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
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|
|
Stephens Inc /ar/
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
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|
|
Capital Fund Management S.a.
|
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|
Ossiam
|
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
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|
|
Joel Isaacson & Co., LLC
|
|
|
|
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|
Foster & Motley Inc
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
Qvr Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Factorial Partners, Llc
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Holcombe Financial, Inc.
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Long Island Wealth Management, Inc.
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
APHNX - ARTISAN PARTNERS FUNDS INC - Artisan Select Equity Fund Institutional Shares
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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|
Galvin, Gaustad & Stein, LLC
|
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Sienna Gestion
|
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DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
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|
Coldstream Capital Management Inc
|
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|
Teacher Retirement System Of Texas
|
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LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
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|
Bridge Generations Wealth Management Llc
|
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Anfield Capital Management, LLC
|
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|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
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CHICAGO TRUST Co NA
|
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|
Edgar Lomax Co/va
|
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|
IMC-Chicago, LLC
|
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Wealth Management Nebraska
|
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RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
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Securian Asset Management, Inc
|
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Moser Wealth Advisors, LLC
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Kavar Capital Partners Group, Llc
|
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TFC Financial Management
|
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Roble, Belko & Company, Inc
|
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JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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|
Sage Private Wealth Group, Llc
|
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Ironwood Investment Counsel, LLC
|
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IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
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Second Half Financial Partners, LLC
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Beacon Capital Management, LLC
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Beaumont Financial Advisors, LLC
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CIBC Asset Management Inc
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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Vident Advisory, LLC
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
Victory Capital Management Inc
|
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Valmark Advisers, Inc.
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Arlington Trust Co LLC
|
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Howard Capital Management Group, LLC
|
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J. Safra Sarasin Holding AG
|
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Caerus Investment Advisors, LLC
|
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Ridgecrest Wealth Partners, Llc
|
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Reyes Financial Architecture, Inc.
|
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Edmond De Rothschild Holding S.a.
|
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TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
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CFS Investment Advisory Services, LLC
|
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Wellspring Financial Advisors, LLC
|
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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|
Waterloo Capital, L.P.
|
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Sterling Wealth Management, Inc.
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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SMART Wealth LLC
|
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Pittenger & Anderson Inc
|
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Karani Asset Management LLC
|
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Graney & King, LLC
|
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
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|
Conway Capital Management, Inc.
|
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Mine & Arao Wealth Creation & Management, LLC.
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Logan Capital Management Inc
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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Webster Bank, N. A.
|
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S&t Bank/pa
|
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Y.D. More Investments Ltd
|
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Focus Financial Network, Inc.
|
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TruNorth Capital Management, LLC
|
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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|
Valued Wealth Advisors LLC
|
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|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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Williams Jones Wealth Management, LLC.
|
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New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
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Aaron Wealth Advisors LLC
|
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MJT & Associates Financial Advisory Group, Inc.
|
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|
Brucke Financial, Inc.
|
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Chicago Capital, LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
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|
AMF Pensionsforsakring AB
|
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|
Wright Investors Service Inc
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
Prudential Plc
|
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|
Excalibur Management Corp
|
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|
Park Capital Management, LLC / WI
|
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|
M3 Advisory Group, LLC
|
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|
Wealth Alliance
|
|
|
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|
Intellectus Partners, LLC
|
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
International Assets Investment Management, Llc
|
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|
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
|
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|
Novare Capital Management Llc
|
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|
Centiva Capital, LP
|
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|
Keudell/Morrison Wealth Management
|
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|
Lowe Brockenbrough & Co Inc
|
|
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|
|
|
Wexford Capital Lp
|
|
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|
|
Gladstone Institutional Advisory LLC
|
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|
|
|
William Allan, Llc
|
|
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|
Bell Investment Advisors, Inc
|
|
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|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Core Wealth Advisors, Inc.
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Gillson Capital LP
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Prairieview Wealth Partners, Llc
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
TAGStone Capital, Inc.
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
Central Securities Corp
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Eagle Capital Management, LLC
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Pecaut & Co.
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
GFGF - EA Series Trust - Guru Favorite Stocks ETF
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Private Advisory Group LLC
|
|
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|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
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|
|
Northwest Wealth Management, Llc
|
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|
|
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|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
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|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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|
|
|
|
Monument Capital Management
|
|
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|
|
First PREMIER Bank
|
|
|
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Phoenix Holdings Ltd.
|
|
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
Pinnacle Financial Partners Inc
|
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|
Northwest Bancshares, Inc.
|
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Oppenheimer & Co Inc
|
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Cooper Financial Group
|
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|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
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|
Mirabaud Asset Management Ltd
|
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Alpha Family Trust
|
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|
Fairfield, Bush & Co.
|
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Stone House Investment Management, LLC
|
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CBOE Vest Financial, LLC
|
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|
New York State Common Retirement Fund
|
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
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|
Brass Tax Wealth Management, Inc
|
|
|
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|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
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|
Promethium Advisors,llc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
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|
Putney Financial Group LLC
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
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|
|
|
Thrivent Financial For Lutherans
|
|
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|
LGT Fund Management Co Ltd.
|
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|
HighTower Advisors, LLC
|
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|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Parkshore Wealth Management, Inc.
|
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|
Robertson Stephens Wealth Management, LLC
|
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|
Qtron Investments LLC
|
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|
CVA Family Office, LLC
|
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|
Security National Bank
|
|
|
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|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
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|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
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|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
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|
DecisionMap Wealth Management, LLC
|
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FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
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|
|
Pathstone Holdings, LLC
|
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|
Richards, Merrill & Peterson, Inc.
|
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|
Vestor Capital, Llc
|
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SOL Capital Management CO
|
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|
Kondo Wealth Advisors, Inc.
|
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|
Stonegate Investment Group, LLC
|
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|
Spire Wealth Management
|
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|
Lantz Financial LLC
|
|
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
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|
Tyche Wealth Partners LLC
|
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|
Rialto Wealth Management, LLC
|
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|
Sumitomo Life Insurance Co
|
|
|
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|
|
Main Street Financial Solutions, LLC
|
|
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|
SBI Securities Co., Ltd.
|
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|
|
Western Wealth Management, LLC
|
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|
|
Financial Council Asset Management Inc
|
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|
|
Stonebridge Financial Group, LLC
|
|
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|
Close Asset Management Ltd
|
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|
EICVX - FundVantage Trust - EIC Value Fund Class A
|
|
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|
|
Sittner & Nelson, Llc
|
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|
|
Leisure Capital Management
|
|
|
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|
|
Montag A & Associates Inc
|
|
|
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|
|
New Wave Wealth Advisors Llc
|
|
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|
|
Curat Global, LLC
|
|
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|
|
|
Tillman Hartley LLC
|
|
|
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|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
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|
|
|
Private Trust Co Na
|
|
|
|
|
|
UMA Financial Services, Inc.
|
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|
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|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Stanley Capital Management, LLC
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Ruane, Cunniff & Goldfarb L.P.
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Silverberg Bernstein Capital Management LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Wela Strategies, Inc.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Bravias Capital Group, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Generali Powszechne Towarzystwo Emerytalne
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Motco
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
NDVR, Inc.
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Beaumont Asset Management, L.L.C.
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Cunning Capital Partners, LP
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Deane Retirement Strategies, Inc.
|
|
|
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Koshinski Asset Management, Inc.
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Game Plan Financial Advisors, LLC
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CoreCap Advisors, LLC
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Flagship Private Wealth, LLC
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|
Chris Bulman Inc
|
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Avalon Trust Co
|
|
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|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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|
Kathleen S. Wright Associates Inc.
|
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|
Cobblestone Capital Advisors Llc /ny/
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Ignite Planners, LLC
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Cullen Capital Management, LLC
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BI Asset Management Fondsmaeglerselskab A/S
|
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|
SkyOak Wealth, LLC
|
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|
Bretton Capital Management, LLC
|
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|
Verdence Capital Advisors LLC
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Parallel Advisors, LLC
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Ibex Wealth Advisors
|
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Somerset Trust Co
|
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|
Cullen Investment Group, Ltd.
|
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GWM Advisors LLC
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Stegner Investment Associates Inc.
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Kessler Investment Group, LLC
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Azimuth Capital Investment Management LLC
|
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Essex Savings Bank
|
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Amalgamated Bank
|
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Burt Wealth Advisors
|
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Franklin Street Advisors Inc /nc
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GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
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TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
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|
iA Global Asset Management Inc.
|
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Millstone Evans Group, LLC
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Gw Henssler & Associates Ltd
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Whelan Financial
|
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HC Advisors, LLC
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SOUTH STATE Corp
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Ashton Thomas Securities, Llc
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Syon Capital Llc
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Red Tortoise LLC
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Shepherd Financial Partners LLC
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Tsfg, Llc
|
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Red Door Wealth Management, LLC
|
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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|
Clarendon Private LLC
|
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Sandbox Financial Partners, LLC
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Vestcor Inc
|
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PMG Wealth Management, Inc.
|
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Banco Santander, S.A.
|
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Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
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|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
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Connor, Clark & Lunn Investment Management Ltd.
|
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TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
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Independence Bank of Kentucky
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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Tortoise Investment Management, LLC
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Zacks Investment Management
|
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Advisor Resource Council
|
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CWA Asset Management Group, LLC
|
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Nbt Bank N A /ny
|
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|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
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|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
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|
SILVER OAK SECURITIES, Inc
|
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Mutual Advisors, LLC
|
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Assenagon Asset Management S.A.
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
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|
Wealth Quarterback LLC
|
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|
Cito Capital Group, LLC
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Americana Partners, LLC
|
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|
State Street Corp
|
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|
Northstar Group, Inc.
|
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Silvia Mccoll Wealth Management, Llc
|
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|
Mackenzie Financial Corp
|
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|
Osborne Partners Capital Management, Llc
|
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|
Citizens National Bank Trust Department
|
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|
Simmons Bank
|
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|
Macquarie Group Ltd
|
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|
Osterweis Capital Management Inc
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
Retirement Systems of Alabama
|
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|
|
Proficio Capital Partners LLC
|
|
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|
Private Capital Management Llc
|
|
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|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares
|
|
|
|
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|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
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|
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|
Cullinan Associates Inc
|
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|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
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|
|
Insight Advisors, LLC/ PA
|
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|
Estabrook Capital Management
|
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|
Tower Bridge Advisors
|
|
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|
RMR Capital Management, LLC
|
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|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
Alexander Randolph Advisory Inc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
2Xideas AG
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Kitching Partners, Llc
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
Gardner Russo & Quinn Llc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
BRTNX - PFS FUNDS - Bretton Fund
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
Nuveen Dow 30sm Dynamic Overwrite Fund
|
|
|
|
|
|
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
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|
Spinnaker Trust
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
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|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Ghe, Llc
|
|
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|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Maridea Wealth Management LLC
|
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|
Acadian Asset Management Llc
|
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Spf Beheer Bv
|
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|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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|
Howe & Rusling Inc
|
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|
BNP Paribas Asset Management Holding S.A.
|
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Sentry LLC
|
|
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
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|
|
Greystone Financial Group, LLC
|
|
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|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Kearns & Associates LLC
|
|
|
|
|
|
Verity & Verity, LLC
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
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|
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|
Emerald Investment Partners, Llc
|
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|
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|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
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|
Group One Trading, L.p.
|
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RFG - Bristol Wealth Advisors, LLC
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
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|
|
Compton Wealth Advisory Group, LLC
|
|
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|
|
Smartleaf Asset Management LLC
|
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|
|
Guided Capital Wealth Management, LLC
|
|
|
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|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
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|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
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|
|
Intact Investment Management Inc.
|
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|
Roberts Capital Advisors, LLC
|
|
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|
Triglav Skladi, D.o.o.
|
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
|
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|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
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|
First Heartland Consultants, Inc.
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
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|
|
Arizona State Retirement System
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
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|
Aire Advisors, Llc
|
|
|
|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
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|
Armis Advisers, LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
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|
|
Salomon & Ludwin, LLC
|
|
|
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|
First Community Trust Na
|
|
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|
WPG Advisers, LLC
|
|
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|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
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|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Hudock, Inc.
|
|
|
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|
|
First Financial Corp /in/
|
|
|
|
|
|
GFI Investment Counsel Ltd.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Boulder Growth & Income Fund
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Lee Johnson Capital Management, Llc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
Berkshire Hathaway Inc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Better Money Decisions, LLC
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
AlpenGlobal Capital LLC
|
|
|
|
|
|
4J Wealth Management LLC
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Rheos Capital Works Inc.
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
North Berkeley Wealth Management, LLC
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
First International Bank & Trust
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
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|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Peak6 Llc
|
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|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
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|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
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|
DSG Capital Advisors, LLC
|
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|
Arkadios Wealth Advisors
|
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|
Lindbrook Capital, Llc
|
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|
Glenmede Trust Co Na
|
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|
Baron Wealth Management LLC
|
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|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
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|
|
|
FSA Wealth Management LLC
|
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|
Moors & Cabot, Inc.
|
|
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|
S.A. Mason LLC
|
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BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
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|
Shufro Rose & Co Llc
|
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Hartline Investment Corp/
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Oddo Bhf Asset Management Sas
|
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Onefund, Llc
|
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|
Caldwell Securities, Inc
|
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Patrick M Sweeney & Associates, Inc
|
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Border to Coast Pensions Partnership Ltd
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
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|
Robeco Institutional Asset Management B.V.
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
NorthStar Asset Management LLC /NJ/
|
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Morse Asset Management, Inc
|
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Wsfs Capital Management, Llc
|
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Longbow Finance SA
|
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Haverford Trust Co
|
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Symphony Financial, Ltd. Co.
|
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JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
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Constitution Capital LLC
|
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Bank of New Hampshire
|
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Evelyn Partners Investment Management LLP
|
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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|
Bailard, Inc.
|
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Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
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Capstone Financial Advisors, Inc.
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Atomi Financial Group, Inc.
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Hyperion Capital Advisors LP
|
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Talon Private Wealth, LLC
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Gotham Asset Management, LLC
|
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Cambridge Investment Research Advisors, Inc.
|
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Cairn Investment Group, Inc.
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Penn Davis Mcfarland Inc
|
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Personal Cfo Solutions, Llc
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
Covenant Asset Management, LLC
|
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|
Bath Savings Trust Co
|
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|
Flagship Wealth Advisors, Llc
|
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Fairtree Asset Management (Pty) Ltd
|
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WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
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|
CBIZ Investment Advisory Services, LLC
|
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Acropolis Investment Management, LLC
|
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|
Bdf-gestion
|
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|
Stokes Family Office, LLC
|
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Modera Wealth Management, LLC
|
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LongView Wealth Management
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
Resources Management Corp /ct/ /adv
|
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SLT Holdings LLC
|
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|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
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|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
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|
Voya Financial Advisors, Inc.
|
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Matthew Goff Investment Advisor, LLC
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
GW&K Investment Management, LLC
|
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|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
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|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
Bfsg, Llc
|
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|
Financial Management Network Inc
|
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First National Corp /ma/ /adv
|
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|
Berbice Capital Management LLC
|
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|
Capital Wealth Planning, LLC
|
|
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|
Mill Capital Management, LLC
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
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|
|
Ieq Capital, Llc
|
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|
Ridgewood Investments LLC
|
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|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
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|
Alps Advisors Inc
|
|
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|
Reynders McVeigh Capital Management, LLC
|
|
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|
Hestia Capital Management, LLC
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Walleye Capital LLC
|
|
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|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
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|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
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|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
NBZ Investment Advisors LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Claris Advisors, Llc / Mo /
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Profit Investment Management, LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Stonehaven Wealth & Tax Solutions, Llc
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Hi-Line Capital Management, LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Whitaker-Myers Wealth Managers, LTD.
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Long Corridor Asset Management Ltd
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Vishria Bird Financial Group, LLC
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Semper Augustus Investments Group Llc
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
Fogel Capital Management, Inc.
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
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|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
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|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
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|
Swedbank AB
|
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|
Angeles Wealth Management, Llc
|
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|
M&t Bank Corp
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
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|
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|
|
True North Advisors, LLC
|
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|
DeDora Capital, Inc.
|
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|
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|
Boyd Watterson Asset Management Llc/oh
|
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|
Roffman Miller Associates Inc /pa/
|
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|
Silvercrest Asset Management Group Llc
|
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|
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|
|
Advisor OS, LLC
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
United Asset Strategies, Inc.
|
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|
QV Investors Inc.
|
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|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Ervin Investment Management, LLC
|
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|
|
Maj Invest Holding A/S
|
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|
|
|
|
Tobam
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
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|
JGP Wealth Management, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Sage Capital Management, LLC
|
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|
|
Impact Asset Management GmbH
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
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|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
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|
|
Park National Corp /oh/
|
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|
DHJJ Financial Advisors, Ltd.
|
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|
Nordea Investment Management Ab
|
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|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
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|
|
|
Pinnacle Financial Group, LLC / IL
|
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|
Bank of New York Mellon Corp
|
|
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|
|
Capital Markets Trading UK LLP
|
|
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|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
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|
|
|
Morgan Stanley
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Timucuan Asset Management Inc/fl
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
CILGX - ALPS Series Trust - Clarkston Fund Institutional Class
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Cannon Advisors, Inc.
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Global Frontier Investments LLC
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Uptown Financial Advisors LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Geo Capital Gestora de Recursos Ltd
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Schubert & Co
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Family Capital Trust Co
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio
|
|
|
|
|
|
Gabelli Convertible & Income Securities Fund Inc
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Potentia Wealth
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
Alphinity Investment Management Pty Ltd
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Troy Asset Management Ltd
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
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|
Goldstone Financial Group, LLC
|
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|
Vinva Investment Management Ltd
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|
Td Asset Management Inc
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|
Fayez Sarofim & Co
|
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|
JustInvest LLC
|
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|
Stone Point Wealth LLC
|
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PROVX - Provident Mutual Funds, Inc. - Provident Trust Strategy Fund
|
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|
Clifford Swan Investment Counsel Llc
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
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|
Nexus Investment Management ULC
|
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|
Coastline Trust Co
|
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Sovran Advisors, LLC
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
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|
Eagle Bay Advisors LLC
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|
Linscomb & Williams, Inc.
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Caisse De Depot Et Placement Du Quebec
|
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Carr Financial Group Corp
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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
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|
Vise Technologies, Inc.
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United Capital Financial Advisers, Llc
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Marco Investment Management Llc
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PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
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|
Nuveen S&p 500 Dynamic Overwrite Fund
|
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|
Princeton Global Asset Management LLC
|
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|
Resources Investment Advisors, LLC.
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Western Financial Corp/CA
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IFG Advisors, LLC
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Illinois Municipal Retirement Fund
|
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PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
|
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|
Parkworth Wealth Management, Inc.
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Legal Advantage Investments, Inc.
|
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King Luther Capital Management Corp
|
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SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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|
SOA Wealth Advisors, LLC.
|
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Davis R M Inc
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
Minichmacgregor Wealth Management, Llc
|
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EPG Wealth Management LLC
|
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|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
RB Capital Management, LLC
|
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|
Alpha Cubed Investments, LLC
|
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|
Transce3nd, LLC
|
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Becker Capital Management Inc
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
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|
|
Larson Financial Group LLC
|
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|
Wealthcare Advisory Partners LLC
|
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|
Calton & Associates, Inc.
|
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WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
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|
Vontobel Holding Ltd.
|
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|
Modern Wealth Management, LLC
|
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Independent Solutions Wealth Management, LLC
|
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Mainstream Capital Management LLC
|
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Investor's Fiduciary Advisor Network, LLC
|
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|
Hemenway Trust Co LLC
|
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Volterra Technologies LP
|
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|
First Bancorp, Inc /ME/
|
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Stifel Financial Corp
|
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|
Sonora Investment Management Group, LLC
|
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|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Aquamarine Zurich AG
|
|
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|
|
Mutual Of America Capital Management Llc
|
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|
Delta Accumulation, LLC
|
|
|
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|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
IFP Advisors, Inc
|
|
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|
|
McElhenny Sheffield Capital Management, LLC
|
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|
Bellecapital International Ltd.
|
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|
Charles Schwab Trust Co
|
|
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|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
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|
Accuvest Global Advisors
|
|
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|
|
Fire Capital Management LLC
|
|
|
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|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
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|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Tennessee Valley Asset Management Partners
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Inkwell Capital Llc
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Marest Capital, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
TORYX - RBB Fund Trust - Torray Fund
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
PFG Private Wealth Management, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Sirios Capital Management L P
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
Spdr Dow Jones Industrial Average Etf Trust
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
ClearAlpha Technologies LP
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Lindsell Train Ltd
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Smead Capital Management, Inc.
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
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Greenfield Savings Bank
|
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|
|
Whittier Trust Co Of Nevada Inc
|
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|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
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|
|
|
|
Catalyst Capital Advisors LLC
|
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|
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|
Palacios Wealth Management, LLC
|
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|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
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|
Talbot Financial, LLC
|
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FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
|
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|
Nicolet Advisory Services, Llc
|
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Drexel Morgan & Co.
|
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|
Phillips Wealth Planners LLC
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Yousif Capital Management, Llc
|
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Intech Investment Management Llc
|
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|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
|
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|
Weaver Capital Management LLC
|
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|
Fidelity D & D Bancorp Inc
|
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|
Sarver Vrooman Wealth Advisors
|
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|
Allspring Global Investments Holdings, LLC
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|
Halbert Hargrove Global Advisors, Llc
|
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Ironwood Wealth Management, Inc.
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
|
|
|
Gsa Capital Partners Llp
|
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|
Retirement Planning Group
|
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Siemens Fonds Invest GmbH
|
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Harris Associates L P
|
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Foronjy Financial Llc
|
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
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|
Hartford Funds Management Co LLC
|
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|
|
Morton Brown Family Wealth, LLC
|
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|
Pines Wealth Management, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
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|
|
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|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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|
First Dallas Securities Inc.
|
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|
Allianz Se
|
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Shelter Mutual Insurance Co
|
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
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|
Baron Silver Stevens Financial Advisors, Llc
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
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|
Optiver Holding B.V.
|
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|
Legacy Investment Solutions, LLC
|
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|
German American Bancorp, Inc.
|
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Formidable Asset Management, LLC
|
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Meiji Yasuda Life Insurance Co
|
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UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
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Mediolanum International Funds Ltd
|
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|
Olistico Wealth, LLC
|
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Avanza Fonder AB
|
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Geneos Wealth Management Inc.
|
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Shell Asset Management Co
|
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
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|
City Center Advisors, LLC
|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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|
Onyx Bridge Wealth Group LLC
|
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Centricity Wealth Management, LLC
|
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Spears Abacus Advisors LLC
|
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|
Boston Trust Walden Corp
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
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|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
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|
Ruggaard & Associates LLC
|
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|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
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|
Fundamentun, Llc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
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|
|
Provident Trust Co
|
|
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|
Advisory Research Inc
|
|
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|
Cadent Capital Advisors, LLC
|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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Outfitter Financial LLC
|
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|
Envestnet Asset Management Inc
|
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|
Cidel Asset Management Inc
|
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|
Rice Partnership, LLC
|
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Johnson Investment Counsel Inc
|
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|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
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|
Elefante Mark B
|
|
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|
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McLean Asset Management Corp
|
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|
Lcnb Corp
|
|
|
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|
|
Comerica Bank
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
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|
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
|
|
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|
Bank Of America Corp /de/
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
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|
|
Adirondack Trust Co
|
|
|
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|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Martin Investment Management, LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
CFC Planning Co LLC
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Heard Capital LLC
|
|
|
|
|
|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
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|
|
|
|
1 North Wealth Services Llc
|
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|
Riggs Asset Managment Co. Inc.
|
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|
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|
Stansberry Asset Management, Llc
|
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|
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|
Moran Wealth Management, LLC
|
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|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
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|
Mesirow Financial Investment Management, Inc.
|
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|
Founders Grove Wealth Partners, Llc
|
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Northcape Wealth Management, Llc
|
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|
Ritter Daniher Financial Advisory LLC / DE
|
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|
RBF Capital, LLC
|
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|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
Plimoth Trust Co Llc
|
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|
Quaker Wealth Management, LLC
|
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|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
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|
Claris Financial LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
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|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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FIL Ltd
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
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|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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|
Change Path, LLC
|
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Financial Avengers, Inc.
|
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VBCVX - VALIC Co I - Systematic Value Fund
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
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|
Capital Advisors, Ltd. LLC
|
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|
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares
|
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|
Stephens Consulting, LLC
|
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|
Ameritas Advisory Services, LLC
|
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Xcel Wealth Management, LLC
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
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|
Mizuho Securities Usa Llc
|
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|
Eisler Capital Management Ltd.
|
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|
D. E. Shaw & Co., Inc.
|
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BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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|
Sterneck Capital Management, LLC
|
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|
Chesley Taft & Associates LLC
|
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|
Calamos Advisors LLC
|
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Davis Investment Partners, LLC
|
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FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
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Woodline Partners LP
|
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|
United Community Bank
|
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|
LB Partners LLC
|
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|
St Germain D J Co Inc
|
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|
Ahl Investment Management, Inc.
|
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|
Global Assets Advisory, LLC
|
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|
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
|
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|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
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|
Gateway Investment Advisers Llc
|
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|
Polar Capital Holdings Plc
|
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NJ State Employees Deferred Compensation Plan
|
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|
Byrne Asset Management LLC
|
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|
J.w. Cole Advisors, Inc.
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Tidemark, LLC
|
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Sfmg, Llc
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
Kozak & Associates, Inc.
|
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|
Hall Capital Management Co Inc
|
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Guardian Partners Inc.
|
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KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
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|
Orca Wealth Management, LLC
|
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|
L2 Asset Management, LLC
|
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|
Credit Agricole S A
|
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|
Global Trust Asset Management, LLC
|
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|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
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|
|
Retirement Planning Co of New England, Inc.
|
|
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|
Smith, Moore & Co.
|
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|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
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|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
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|
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|
Massmutual Trust Co Fsb/adv
|
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|
Eagle Rock Investment Company, Llc
|
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|
Bank Of Montreal /can/
|
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|
Garde Capital, Inc.
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Boston Research & Management Inc
|
|
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|
|
First Pacific Financial
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Boyar Asset Management Inc.
|
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|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Opinicus Capital, Inc.
|
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|
|
|
|
Accretive Wealth Partners, LLC
|
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|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Longview Partners (Guernsey) LTD
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Wisconsin Capital Management Llc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Barton Investment Management
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
ETF Portfolio Partners, Inc.
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Barden Capital Management, Inc.
|
|
|
|
|
|
Spectrum Planning & Advisory Services Inc.
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
L1 Capital International Pty Ltd
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Millington Financial Advisors, LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
Thames Capital Management Llc
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Invst, LLC
|
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Baird Financial Group, Inc.
|
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BLPIX - Profunds - Bull Profund Investor Class
|
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M&G Plc
|
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|
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
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|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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|
Walkner Condon Financial Advisors LLC
|
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|
Richardson Financial Services Inc.
|
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|
F/M Investments LLC
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Moloney Securities Asset Management, LLC
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|
North Star Investment Management Corp.
|
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Evelyn Partners Investment Management Services Ltd
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
Field & Main Bank
|
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SCS Capital Management LLC
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Harvest Fund Management Co., Ltd
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Prosperity Consulting Group, LLC
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|
Strata Wealth Advisors, LLC
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Pacific Capital Wealth Advisors, Inc
|
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Amplify ETF Trust - Amplify AI Powered Equity ETF
|
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|
Stanley-Laman Group, Ltd.
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|
ERn Financial, LLC
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BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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Resona Asset Management Co.,Ltd.
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Ausdal Financial Partners, Inc.
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Navellier & Associates Inc
|
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Avenue 1 Advisors, LLC
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
Neville Rodie & Shaw Inc
|
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Generali Investments CEE, investicni spolecnost, a.s.
|
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Pacific Center for Financial Services
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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Access Investment Management LLC
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ROPE - EA Series Trust - Coastal Compass 100 ETF
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
Wellington Shields Capital Management, LLC
|
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|
Wealth Advisory Solutions, LLC
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Van Eck Associates Corp
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Financial Network Wealth Management LLC
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Bell & Brown Wealth Advisors, Llc
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
Papp L Roy & Associates
|
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|
SPC Financial, Inc.
|
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Affinity Capital Advisors, LLC
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Greatmark Investment Partners, Inc.
|
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AlphaStar Capital Management, LLC
|
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USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
Atlas Capital Advisors Llc
|
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National Bank Of Canada /fi/
|
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David J Yvars Group
|
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Pps&v Asset Management Consultants, Inc.
|
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Legacy Wealth Managment, LLC/ID
|
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AGH Wealth Advisors, LLC
|
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PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
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LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
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Old Second National Bank Of Aurora
|
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Global Wealth Management Investment Advisory, Inc.
|
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Klingenstein Fields & Co Lp
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
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|
Palisade Asset Management, LLC
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
Barrow Hanley Mewhinney & Strauss Llc
|
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Td Private Client Wealth Llc
|
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Brighton Jones Llc
|
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Manchester Capital Management LLC
|
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Ledyard National Bank
|
|
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MTM Investment Management, LLC
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Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
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Badgley Phelps Wealth Managers, LLC
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
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|
HAP Trading, LLC
|
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STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
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LGT Group Foundation
|
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Breakwater Capital Group
|
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|
Ballentine Partners, LLC
|
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|
Treasurer of the State of North Carolina
|
|
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|
TCTC Holdings, LLC
|
|
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|
|
Ameritas Investment Partners, Inc.
|
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|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
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|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
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|
Monetary Management Group Inc
|
|
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|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
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|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
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|
Park Square Financial Group, LLC
|
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|
Cibc World Markets Corp
|
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|
Csenge Advisory Group
|
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|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Wetherby Asset Management Inc
|
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|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
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|
Hosking Partners LLP
|
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|
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|
Quantinno Capital Management LP
|
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|
Chickasaw Capital Management Llc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Centerpoint Advisory Group
|
|
|
|
|
|
Unison Asset Management LLC
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Coleford Investment Management Ltd.
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Ackerman Capital Advisors, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
NFC Investments, LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Fairbanks Capital Management, Inc.
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Act Two Investors Llc
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Saybrook Capital /nc
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
