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Austin Asset Management Co Inc
|
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Kinetic Partners Management, LP
|
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1 North Wealth Services Llc
|
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|
Fulton Bank, N.a.
|
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|
Anchor Investment Management, LLC
|
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|
Atomi Financial Group, Inc.
|
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|
Monte Financial Group, LLC
|
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|
James Investment Research Inc
|
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|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
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|
CX Institutional
|
|
|
|
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|
SSIFX - SATURNA INVESTMENT TRUST - Sextant International Fund Investor Shares
|
|
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|
Wedmont Private Capital
|
|
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|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
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|
Clear Street Llc
|
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|
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|
Alliance Wealth Advisors, LLC
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|
Bell Asset Management Ltd
|
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Summit Wealth Group Llc / Co
|
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|
Hudson Bay Capital Management LP
|
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|
Koshinski Asset Management, Inc.
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|
Laurel Wealth Advisors LLC
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|
Atwater Malick LLC
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DSG Capital Advisors, LLC
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BOCHK Asset Management Ltd
|
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United Asset Strategies, Inc.
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Ovata Capital Management Ltd
|
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
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|
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|
Exor Capital LLP
|
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|
|
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|
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
|
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|
Texas Capital Bank Wealth Management Services Inc
|
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|
180 Wealth Advisors, Llc
|
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|
Generali Asset Management SPA SGR
|
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|
LaFleur & Godfrey LLC
|
|
|
|
|
|
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A
|
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|
|
|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
|
|
|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
University Of Texas/texas Am Investment Managment Co
|
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|
New Republic Capital, LLC
|
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|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
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|
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|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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|
Cornerstone Planning Group LLC
|
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|
Avestar Capital, LLC
|
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Wisconsin Capital Management Llc
|
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UUPIX - Profunds - Ultraemerging Markets Profund Investor Class
|
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George Kaiser Family Foundation
|
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CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
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|
Lord, Abbett & Co. Llc
|
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Massachusetts Financial Services Co /ma/
|
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BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund
|
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D.a. Davidson & Co.
|
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VeraBank, N.A.
|
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JXX - Janus Detroit Street Trust - Janus Henderson Transformational Growth ETF
|
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|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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|
SRS Investment Management, LLC
|
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|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
Qube Research & Technologies Ltd
|
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|
Pitcairn Co
|
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|
CIBC Private Wealth Group, LLC
|
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|
Twin Lakes Capital Management, LLC
|
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|
Pinnacle Bancorp, Inc.
|
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|
Addison Advisors LLC
|
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|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
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|
Arrowstreet Capital, Limited Partnership
|
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|
Pineridge Advisors LLC
|
|
|
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|
Schwarz Dygos Wheeler Investment Advisors Llc
|
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|
WBELX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Leaders Fund Class I
|
|
|
|
|
|
IWTR - iSHARES TRUST - iShares MSCI Water Management Multisector ETF
|
|
|
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|
Good Life Advisors, LLC
|
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|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
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|
|
Americana Partners, LLC
|
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|
Evelyn Partners Asset Management Ltd
|
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|
Hopwood Financial Services, Inc.
|
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|
Kelly Lawrence W & Associates Inc/ca
|
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|
Binnacle Investments Inc
|
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|
Scientech Research LLC
|
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|
Semmax Financial Advisors Inc.
|
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|
Walleye Capital LLC
|
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|
Credential Securities Inc.
|
|
|
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|
WS Portfolio Advisory, LLC
|
|
|
|
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|
DISAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon International Stock Fund Class A
|
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|
|
Katamaran Capital LLP
|
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|
Eagle Rock Investment Company, Llc
|
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|
First Community Trust Na
|
|
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|
Militia Capital Partners, LP
|
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|
Titleist Asset Management, Llc
|
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|
Mcdaniel Terry & Co
|
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|
Ariel Investments, Llc
|
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|
|
Hyperion Capital Advisors LP
|
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|
Rise Advisors, LLC
|
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|
Bank Of Montreal /can/
|
|
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|
|
Cooper Financial Group
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Fosun International Ltd
|
|
|
|
|
|
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Generation Investment Management Llp
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Martin Investment Management, LLC
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Lazard Global Total Return & Income Fund Inc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Fund Retail Class
|
|
|
|
|
|
Oriental Harbor Investment Fund
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
RPMYX - Managed Portfolio Series - Reinhart International PMV Fund Advisor Class
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
PJIO - PGIM ETF TRUST - PGIM Jennison International Opportunities ETF
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
English Capital Management Llc
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Thornburg Income Builder Opportunities Trust
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - International Large-Cap Portfolio Class I
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Atmos Capital Gestao De Recursos Ltda.
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Lone Pine Capital Llc
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
JTQAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG International Equity Fund Class A
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Wedgewood Partners Inc
|
|
|
|
|
|
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Helium Advisors LLC
|
|
|
|
|
|
Catalyst Private Wealth, Llc
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
TGVAX - THORNBURG INVESTMENT TRUST - Thornburg International Value Fund - Class A
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF
|
|
|
|
|
|
Henry James International Management Inc.
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
BIP Alliance, LLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Arbor Capital Management Inc /adv
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
HNICX - HARBOR FUNDS - Harbor International Compounders Fund Retirement Class
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Acas, Llc
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Dundas Partners LLP
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Fairfax Financial Holdings Ltd/ Can
|
|
|
|
|
|
WXCIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets ex China Growth Fund Class I
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
GPTY - Tidal Trust II - YieldMax(TM) AI & Tech Portfolio Option Income ETF
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Pine Ridge Advisers LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Skye Global Management LP
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Alight Capital Management LP
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
Steadfast Capital Management Lp
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Symmetry Peak Management Llc
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Growth Fund
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Telemark Asset Management, LLC
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
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|
|
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|
Fulton Breakefield Broenniman Llc
|
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|
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|
|
KP Management LLC
|
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|
Riversedge Advisors, Llc
|
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|
Point72 Hong Kong Ltd
|
|
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|
|
South Dakota Investment Council
|
|
|
|
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|
Sittner & Nelson, Llc
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
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|
Blue Square Asset Management, Llc
|
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|
RWGFX - RIVERPARK FUNDS TRUST - RiverPark/Wedgewood Fund Retail Class
|
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|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
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|
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|
|
International Assets Investment Management, Llc
|
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|
|
|
Cullen Capital Management, LLC
|
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|
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|
|
Curio Wealth, Llc
|
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|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
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|
Benson Investment Management Company, Inc.
|
|
|
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Ninety One SA (PTY) Ltd
|
|
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|
TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
|
|
|
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|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
CARZ - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Global Auto Index Fund
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
Logan Capital Management Inc
|
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|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
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|
South Street Advisors LLC
|
|
|
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|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Heritage Wealth Partners, LLC
|
|
|
|
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|
Stonegate Investment Group, LLC
|
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|
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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
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|
Robertson Stephens Wealth Management, LLC
|
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|
Colonial River Wealth Management, LLC
|
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|
Mackenzie Financial Corp
|
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|
Endeavor Private Wealth, Inc.
|
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|
Easterly Investment Partners Llc
|
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|
Wagner Wealth Management, Llc
|
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|
Rakuten Securities, Inc.
|
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|
Gradient Investments LLC
|
|
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|
BlackRock Capital Allocation Trust
|
|
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|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
|
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|
Sierra Capital LLC
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
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|
Capital Group Private Client Services, Inc.
|
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|
|
|
|
Loomis Sayles & Co L P
|
|
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|
Lineweaver Wealth Advisors, LLC
|
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|
Hunter Associates Investment Management Llc
|
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|
Post Resch Tallon Group Inc.
|
|
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|
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
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|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
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ORG Partners LLC
|
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|
Swedbank AB
|
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VestGen Advisors, LLC
|
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|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
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|
|
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|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
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|
StoneX Group Inc.
|
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|
Rockefeller Capital Management L.P.
|
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|
Texas Bank & Trust Co
|
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|
Baird Financial Group, Inc.
|
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|
Channing Global Advisors, Llc
|
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|
Brown Advisory Inc
|
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|
|
Callan Capital, LLC
|
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|
Certior Financial Group, Llc
|
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|
Huntleigh Advisors, Inc.
|
|
|
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|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
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|
Smithfield Trust Co
|
|
|
|
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|
Amundi
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
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|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
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|
|
Dimension Capital Management Llc
|
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|
Headland Capital, LLC
|
|
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|
Lion Street Advisors, LLC
|
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|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
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|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
|
|
|
|
|
CHPY - Tidal Trust II - YieldMax(TM) Semiconductor Portfolio Option Income ETF
|
|
|
|
|
|
Pacific Wealth Strategies Group, Inc.
|
|
|
|
|
|
Whale Rock Capital Management LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Forefront Wealth Management Inc.
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
JIEIX - abrdn Funds - abrdn International Sustainable Leaders Fund Institutional Class
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
Barometer Capital Management Inc.
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Triodos Investment Management BV
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Dymon Asia Capital (singapore) Pte. Ltd.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Viewpoint Investment Partners Corp
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Continental Investors Services, Inc.
|
|
|
|
|
|
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
Dock Street Asset Management Inc
|
|
|
|
|
|
Eagle Capital Management Llc
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Lansdowne Partners (uk) Llp
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Giverny Capital Inc.
|
|
|
|
|
|
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class
|
|
|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Lifelong Wealth Advisors, Inc.
|
|
|
|
|
|
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class
|
|
|
|
|
|
NRI Wealth Management LC
|
|
|
|
|
|
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema American Reshoring ETF
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
WJ Wealth Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
|
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV
|
|
|
|
|
|
QLTI - 2023 ETF Series Trust II - GMO International Quality ETF
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
|
|
|
|
|
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
ANTIPODES PARTNERS Ltd
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus SGA International Growth Series Class A
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class
|
|
|
|
|
|
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
HISIX - HOMESTEAD FUNDS INC - International Equity Fund
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
VNIE - Advisors' Inner Circle Fund II - Vontobel International Equity Active ETF
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
RIVGX - American Funds International Vantage Fund - American Funds International Vantage Fund Class R-6
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Gmt Capital Corp
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Pecaut & Co.
|
|
|
|
|
|
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
PFG Private Wealth Management, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
CCWSX - BAIRD FUNDS INC - Chautauqua International Growth Fund Investor Class
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Stony Point Capital LLC
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Dorsal Capital Management, LLC
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Grafton Street Partners Fund, LP
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
TSEMX - TOUCHSTONE STRATEGIC TRUST - Touchstone Sands Capital Emerging Markets Growth Fund Class Y
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Franchise Capital Ltd
|
|
|
|
|
|
Stephens Investment Management Group LLC
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
RBB FUND, INC. - Aquarius International Fund
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
MOSAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Overseas Fund Class A
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
Calamos Long/Short Equity & Dynamic Income Trust
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Figure 8 Investment Strategies Llc
|
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|
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Seldon Capital Lp
|
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|
|
|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
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|
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|
|
Flossbach Von Storch Ag
|
|
|
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|
Triad Wealth Partners, LLC
|
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|
Lynwood Price Capital Management Lp
|
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|
Ariadne Wealth Management, LP
|
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|
|
AI-Squared Management Ltd
|
|
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|
|
Stephens Inc /ar/
|
|
|
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|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
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|
|
|
MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
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|
Empirical Finance, LLC
|
|
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TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
Next Level Wealth Planning, LLC
|
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|
Orion Portfolio Solutions, LLC
|
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|
|
7g Capital Management, Llc
|
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Clal Insurance Enterprises Holdings Ltd
|
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LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
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|
State of Wyoming
|
|
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SUPP - Engine No. 1 ETF Trust - Engine No. 1 Transform Supply Chain ETF
|
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|
Fairfield, Bush & Co.
|
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|
NBZ Investment Advisors LLC
|
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|
Renaissance Group Llc
|
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Tilia Fiduciary Partners, Inc.
|
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Burr Financial Services, Llc
|
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Harel Insurance Investments & Financial Services Ltd.
|
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MACEX - Legg Mason Global Asset Management Trust - Martin Currie Emerging Markets Fund Class A
|
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Merit Financial Group, LLC
|
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|
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R
|
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|
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|
Science & Technology Partners, L.P.
|
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WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R
|
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|
Coatue Management Llc
|
|
|
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|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Demars Financial Group, LLC
|
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|
Goldstone Financial Group, LLC
|
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|
SRN Advisors, LLC
|
|
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Quilter Plc
|
|
|
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|
ETF Opportunities Trust - REX Crypto Equity Premium Income ETF
|
|
|
|
|
|
SOXY - Tidal Trust II - YieldMax(TM) Target 12(TM) Semiconductor Option Income ETF
|
|
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|
|
|
Steward Partners Investment Advisory, Llc
|
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|
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Plato Investment Management Ltd
|
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|
|
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
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|
|
|
TLCI - Touchstone ETF Trust - Touchstone International Equity ETF
|
|
|
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares
|
|
|
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|
Voya Investment Management Llc
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
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|
|
|
|
First Bank & Trust
|
|
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|
Intergy Private Wealth, LLC
|
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|
VCULX - VALIC Co I - Growth Fund
|
|
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|
Leo Wealth, LLC
|
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|
|
|
MFSI - MFS Active Exchange Traded Funds Trust - MFS Active International ETF
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
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|
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|
Genesis Private Wealth, Llc
|
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|
|
Johnson Financial Group, Inc.
|
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|
SFE Investment Counsel
|
|
|
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|
LJI Wealth Management, LLC
|
|
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|
|
TGRHX - TRANSAMERICA FUNDS - Transamerica International Growth I2
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
|
|
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|
|
|
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I
|
|
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|
Sunbelt Securities, Inc.
|
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|
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|
SUNAMERICA SERIES TRUST - SA Morgan Stanley International Equities Portfolio Class 1
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Hodges Capital Management Inc.
|
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|
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|
|
HLCTX - HARDING LOEVNER FUNDS INC - International Carbon Transition Equity Portfolio Institutional Class
|
|
|
|
|
|
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
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|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
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|
FourThought Financial Partners, LLC
|
|
|
|
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|
Everett Harris & Co /ca/
|
|
|
|
|
|
Scge Management, L.p.
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Master's Wealth Management Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
MOTO - GUINNESS ATKINSON FUNDS - SmartETFs Smart Transportation & Technology ETF
|
|
|
|
|
|
Biglari, Sardar
|
|
|
|
|
|
Avenir Tech Ltd
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
GSIEX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity ESG Fund Institutional
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
ARKW - Ark ETF Trust - ARK Next Generation Internet ETF
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
Charles-Lim Capital Ltd
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Ulysses Management LLC
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
BlueSpruce Investments, LP
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P
|
|
|
|
|
|
HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Gunderson Capital Management Inc.
|
|
|
|
|
|
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Duquesne Family Office LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Greystone International Growth VP Initial
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund
|
|
|
|
|
|
SIH Partners, LLLP
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
NMIEX - Northern Funds - Active M International Equity Fund
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a)
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
Senator Investment Group LP
|
|
|
|
|
|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Windle Wealth, LLC
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
FSEAX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Asia Fund
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
BLVD Private Wealth, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay International Equity Portfolio Initial Class
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Matthew 25 Management Corp
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
Monolith Management Ltd
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
GGEFX - VALUED ADVISERS TRUST - Summitry Equity Fund
|
|
|
|
|
|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Pinnbrook Capital Management Lp
|
|
|
|
|
|
AMS Capital Ltda
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II
|
|
|
|
|
|
Prudent Investors Network
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
GQJPX - Advisors' Inner Circle Fund III - GQG PARTNERS INTERNATIONAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Wetherby Asset Management Inc
|
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|
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|
Archer Investment Corp
|
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|
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|
|
Exchange Bank
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
PIEQ - Principal Exchange-Traded Funds - Principal International Equity ETF
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
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|
Eldred Rock Partners, LLC
|
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|
|
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|
TSMX - Direxion Shares ETF Trust - Direxion Daily TSM Bull 2X Shares
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
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|
1248 Management, LLC
|
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|
Chatham Capital Group, Inc.
|
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|
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|
Royal Bank Of Canada
|
|
|
|
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|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
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|
|
Tudor Financial Inc.
|
|
|
|
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|
State Of Michigan Retirement System
|
|
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|
Redwood Financial Network Corp
|
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|
HCMAX - ALPS Series Trust - Hillman Value Fund
|
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|
|
|
|
Thornburg Investment Management Inc
|
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|
|
|
|
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
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|
Harvest Investment Services, LLC
|
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|
H&H International Investment, LLC
|
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|
Cary Street Partner Investment Advisory Llc
|
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|
BIP Wealth, LLC
|
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|
Kercheville Advisors, LLC
|
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|
Swisher Financial Concepts, Inc.
|
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|
Grace & Mercy Foundation, Inc.
|
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|
Gladstone Institutional Advisory LLC
|
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|
Kempen Capital Management N.v.
|
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|
Mairs & Power Inc
|
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|
Secure Asset Management, LLC
|
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|
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|
Causeway Capital Management Llc
|
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|
Prelude Capital Management, Llc
|
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|
Runnymede Capital Advisors, Inc.
|
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|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
MSIQX - Morgan Stanley Institutional Fund Inc - International Equity Portfolio Class I
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
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|
|
|
|
Signal Advisors Wealth, LLC
|
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|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
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|
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|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
AAFCPAs Wealth Management, LLC
|
|
|
|
|
|
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
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|
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|
|
Biglari Capital Corp.
|
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|
|
Trajan Wealth LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Focused Growth Portfolio Class I
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Riverpark Capital Management Llc
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
PICTET BANK & TRUST Ltd
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
MRVNX - Natixis Funds Trust I - Mirova International Sustainable Equity Fund Class N
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
EMM - Global X Funds - Global X Emerging Markets ETF
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
SMH - VanEck Vectors ETF Trust - VanEck Vectors Semiconductor ETF
|
|
|
|
|
|
NSI - Northern Lights Fund Trust IV - National Security Emerging Markets Index ETF
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
|
|
|
|
|
ECEIX - LAZARD FUNDS INC - Lazard Emerging Markets Core Equity Portfolio Institutional Shares
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
NCP Inc.
|
|
|
|
|
|
Bitwise Funds Trust - Bitwise Web3 ETF
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Shariaportfolio, Inc.
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
FCIRX - MAINSTAY FUNDS TRUST - MainStay PineStone International Equity Fund Class A
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
ATFV - Alger ETF Trust - Alger 35 ETF
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
Absoluto Partners Gestao de Recursos Ltda
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Evergreen Wealth Management, LLC
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Bulwark Capital Corp
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Lionsbridge Wealth Management LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Blackrock Science & Technology Trust
|
|
|
|
|
|
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Quaero Capital S.A.
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Pragma Gestao De Patrimonio Ltd
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y
|
|
|
|
|
|
Floyd Financial Group Llc
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Profunds - Profund Vp Emerging Markets
|
|
|
|
|
|
Oasis Management Co Ltd.
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Cat Rock Capital Management Lp
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
BTEUX - BARON SELECT FUNDS - Baron Technology Fund R6 Shares
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
JOEMX - JOHCM Funds Trust - JOHCM Emerging Markets Opportunities Fund Class Z Shares
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
FDTX - FIDELITY COVINGTON TRUST - Fidelity Disruptive Technology ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
EGGQ - Tidal Trust III - NestYield Visionary ETF
|
|
|
|
|
|
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Apex Wealth Management, LLC
|
|
|
|
|
|
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Blue Grotto Capital, LLC
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
Cloud Capital Management, LLC
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
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|
Matthews International Capital Management Llc
|
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|
|
Colonial Trust Co / SC
|
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|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
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|
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|
Salvus Wealth Management, LLC
|
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|
|
B & T Capital Management DBA Alpha Capital Management
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|
|
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|
Channel Wealth Llc
|
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|
|
1620 Investment Advisors, Inc.
|
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|
|
|
|
Bowen Hanes & Co Inc
|
|
|
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|
Boothbay Fund Management, Llc
|
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|
|
|
|
Zweig-DiMenna Associates LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
|
|
|
Quadrant Capital Group Llc
|
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|
Patron Partners Advisors, Llc
|
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|
Delphi Financial Group, Inc.
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|
General Partner, Inc.
|
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|
Savvy Advisors, Inc.
|
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|
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|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
METV - Listed Funds Trust - Roundhill Ball Metaverse ETF
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
WUGI - Investment Managers Series Trust II - AXS Esoterica NextG Economy ETF
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Maia Wealth LLC
|
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|
|
|
|
HighTower Advisors, LLC
|
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|
|
|
Blume Capital Management, Inc.
|
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|
|
|
|
Meadow Creek Wealth Advisors Llc
|
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Drive Wealth Management, Llc
|
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|
|
|
Astoria Portfolio Advisors LLC.
|
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|
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|
|
Coalescence Partners Investment Management, LP
|
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|
|
Sentry LLC
|
|
|
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|
|
Sutton Place Investors Llc
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF
|
|
|
|
|
|
Robocap Asset Management Ltd
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
AMDWX - AMANA MUTUAL FUNDS TRUST - Amana Developing World Fund Investor Shares
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
CNEQ - Alger ETF Trust - Alger Concentrated Equity ETF
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
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|
|
Sandler Capital Management
|
|
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|
|
Diversified Trust Co
|
|
|
|
|
|
Altimeter Capital Management, LP
|
|
|
|
|
|
Napean Trading & Investment Co (Singapore) PTE Ltd
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
DARP - Tidal Trust II - Grizzle Growth ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
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|
|
David R. Rahn & Associates Inc.
|
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|
|
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|
Isthmus Partners, Llc
|
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|
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|
PrairieView Partners, LLC
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Hiddenite Capital Partners LP
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
AIFD - TCW ETF Trust - TCW Artificial Intelligence ETF
|
|
|
|
|
|
ARGA Investment Management, LP
|
|
|
|
|
|
Strategy Capital LLC
|
|
|
|
|
|
Octahedron Capital Management L.P.
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Spear Holdings RSC Ltd
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A
|
|
|
|
|
|
BAILX - Brown Advisory Funds - Brown Advisory Sustainable International Leaders Fund Institutional Shares
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
BlackRock ETF Trust - iShares A.I. Innovation and Tech Active ETF
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML International Equity Fund Class II
|
|
|
|
|
|
Lighthouse Financial LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares
|
|
|
|
|
|
MINAX - MADISON FUNDS - Madison International Stock Fund International Stock Fund Class A
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Junto Capital Management LP
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Shaker Investments Llc/oh
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
TMFG - RBB FUND, INC. - Motley Fool Global Opportunities ETF
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I
|
|
|
|
|
|
Point72 Italy, S.r.l.
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
StonePine Asset Management Inc.
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
Echo Wealth Management, LLC
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Value Star Asset Management (Hong Kong) Ltd
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Barden Capital Management, Inc.
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Forge First Asset Management Inc.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6
|
|
|
|
|
|
AnglePoint Asset Management Ltd
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
REMG - Russell Investments Exchange Traded Funds - Emerging Markets Equity Active ETF
|
|
|
|
|
|
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Black Maple Capital Management LP
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
FFNLX - VARIABLE INSURANCE PRODUCTS FUND IV - Communication Services Portfolio Initial Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
AIS - Tidal Trust III - VistaShares Artificial Intelligence Supercycle ETF
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Prakash Investment Advisors Llc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
FELAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Semiconductors Fund Class A
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
OSEA - Harbor ETF Trust - Harbor International Compounders ETF
|
|
|
|
|
|
Pinpoint Asset Management Ltd
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian International Growth VIP Fund
|
|
|
|
|
|
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
BKCG - BNY Mellon ETF Trust II - BNY Mellon Concentrated Growth ETF
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Scholtz & Company, Llc
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
HWG Holdings LP
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
SATO - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Crypto Economy ETF
|
|
|
|
|
|
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class
|
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|
Trexquant Investment LP
|
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|
Magnolia Capital Advisors Llc
|
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|
Employees Retirement System of Texas
|
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|
Marks Group Wealth Management, Inc
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|
Modus Advisors, LLC
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FIL Ltd
|
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Allen Investment Management LLC
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|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
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|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
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TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF
|
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Euro Pacific Asset Management, LLC
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Sands Capital Management, Llc
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Berkshire Capital Holdings Inc
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Florida Financial Advisors, Llc
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HLIDX - HARDING LOEVNER FUNDS INC - International Developed Markets Equity Portfolio Institutional Class
|
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Soroban Capital Partners LP
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Tiemann Investment Advisors, Llc
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Capasso Planning Partners LLC
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Williams & Novak, LLC
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Fort Washington Investment Advisors Inc /oh/
|
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EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
Objectivity Squared, LLC
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|
Wealthcare Advisory Partners LLC
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PARNASSUS FUNDS - Parnassus International Equity Fund Investor Shares
|
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Nadler Financial Group, Inc.
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|
Lester Murray Antman dba SimplyRich
|
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1st Source Bank
|
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CIGYX - AB CAP FUND, INC. - AB Concentrated International Growth Portfolio Advisor Class
|
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Mariner, LLC
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Keyvantage Wealth, Llc
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ARKQ - Ark ETF Trust - ARK Autonomous Technology & Robotics ETF
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Arkadios Wealth Advisors
|
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Ables, Iannone, Moore & Associates, Inc.
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Modera Wealth Management, LLC
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Curbstone Financial Management Corp
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Hazlett, Burt & Watson, Inc.
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BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND
|
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Intermede Investment Partners Ltd
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VLCGX - VALIC Co I - Large Capital Growth Fund
|
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GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
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Novem Group
|
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Baader Bank INC
|
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Benjamin Edwards Inc
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Martin Currie Ltd
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United Capital Financial Advisers, Llc
|
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Strategic Global Advisors, LLC
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Comprehensive Financial Planning, Inc./PA
|
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Schear Investment Advisers, LLC
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FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
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Traub Capital Management LLC
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Davis Capital Management
|
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Group One Trading, L.p.
|
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Jefferies Financial Group Inc.
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Lodestar Private Asset Management Llc
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EGGS - Tidal Trust III - NestYield Total Return Guard ETF
|
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Rialto Wealth Management, LLC
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Albar Capital Partners LLP
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EXOSX - MANNING & NAPIER FUND, INC. - Overseas Series Class I
|
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Alta Wealth Advisors LLC
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Fedenia Advisers LLC
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Aft, Forsyth & Company, Inc.
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IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
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Triasima Portfolio Management inc.
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LTS One Management LP
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Childress Capital Advisors, Llc
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CMT Capital Markets Trading GmbH
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Harbor Investment Advisory, Llc
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BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
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|
Csenge Advisory Group
|
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Reliant Investment Partners, LLC
|
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Elo Mutual Pension Insurance Co
|
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|
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
|
|
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|
|
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares
|
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|
|
Glynn Capital Management Llc
|
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|
Private Wealth Asset Management, LLC
|
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|
Midwest Professional Planners, LTD.
|
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|
Schulz Wealth, LTD.
|
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|
EMFIX - Ashmore Funds - Ashmore Emerging Markets Equity Fund INSTITUTIONAL CLASS
|
|
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|
Marshall Wace, Llp
|
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|
Purkiss Capital Advisors LLC
|
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|
Clark Asset Management, LLC
|
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|
Old North State Wealth Management, LLC
|
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|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
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|
Hutchinson Financial Advisors, INC
|
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|
Strategic Family Wealth Counselors, L.L.C.
|
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|
Trust Co Of Virginia /va
|
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|
EMSF - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Sustainable Future Active ETF
|
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|
Legacy Trust
|
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|
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|
|
Virtus Family Office LLC
|
|
|
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|
|
Sound View Wealth Advisors Group, LLC
|
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|
|
Dogwood Wealth Management LLC
|
|
|
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|
|
Artemis Wealth Advisors, LLC
|
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|
|
CastleKnight Management LP
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
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|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
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|
Northwest & Ethical Investments L.P.
|
|
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|
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|
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
|
|
|
|
|
|
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A
|
|
|
|
|
|
RWQ Financial Management Services, Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Blue Whale Capital LLP
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
IUAEX - JPMorgan Trust I - JPMorgan International Unconstrained Equity Fund Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
GIAX - Tidal Trust II - Nicholas Global Equity and Income ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Leibman Financial Services, Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
KADENSA CAPITAL Ltd
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
Redwood Investments, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Fifth Lane Capital, Lp
|
|
|
|
|
|
FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
H&H Retirement Design & Management INC
|
|
|
|
|
|
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Mirabaud Asset Management Ltd
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Hidden Lake Asset Management LP
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald International Equity Fund Institutional Class
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Advent International Corp/ma
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
ETNEX - MUTUAL FUND SERIES TRUST - Eventide Exponential Technologies Fund Class N Share
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
MGLBX - Marsico Investment Fund - Marsico Global Fund
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Discipline Wealth Solutions, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Windacre Partnership Llc
|
|
|
|
|
|
Trinity Street Asset Management LLP
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Baer Investment Advisory LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Investidor Profissional Gestao de Recursos Ltda.
|
|
|
|
|
|
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor
|
|
|
|
|
|
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
Factory Mutual Insurance Co
|
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|
PBCay One RSC Ltd
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|
Segment Wealth Management, LLC
|
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|
iA Global Asset Management Inc.
|
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|
Quadrature Capital Ltd
|
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|
Ruffer LLP
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|
TruWealth Advisors, LLC
|
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|
Sky Investment Group LLC
|
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|
Liberty One Investment Management, Llc
|
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|
Citadel Advisors Llc
|
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|
Grove Bank & Trust
|
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|
Quartz Partners, LLC
|
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|
Roundview Capital LLC
|
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|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
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|
Tortoise Investment Management, LLC
|
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|
Vermillion Wealth Management, Inc.
|
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|
SummitTX Capital, L.P.
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|
Bensler, LLC
|
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|
Cantillon Capital Management Llc
|
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|
Price T Rowe Associates Inc /md/
|
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|
Goldstein Advisors, LLC
|
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|
Angeles Wealth Management, Llc
|
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|
Community Financial Services Group, LLC
|
|
|
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|
Sirios Capital Management L P
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
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|
Norris Perne & French Llp/mi
|
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|
Onyx Bridge Wealth Group LLC
|
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|
Gts Securities Llc
|
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|
Mizuho Securities Co. Ltd.
|
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Summit Financial, LLC
|
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Softbank Group Corp
|
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Warren Averett Asset Management, LLC
|
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Vermillion & White Wealth Management Group, LLC
|
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Painted Porch Advisors LLC
|
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|
Cantor Fitzgerald, L. P.
|
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|
|
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|
Bwcp, Lp
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
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|
|
|
EMGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Fund Class A
|
|
|
|
|
|
MY.Alpha Management HK Advisors Ltd
|
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|
Pines Wealth Management, LLC
|
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|
Donaldson Capital Management, Llc
|
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|
Beacon Financial Group
|
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|
Cobblestone Capital Advisors Llc /ny/
|
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|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
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|
|
|
|
VNIYX - Advisors' Inner Circle Fund II - VONTOBEL INTERNATIONAL EQUITY FUND Y Shares
|
|
|
|
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|
SEQUX - Sequoia Fund Inc - Sequoia Fund Inc
|
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|
McLean Asset Management Corp
|
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MRP Capital Investments, LLC
|
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|
Putnam Fl Investment Management Co
|
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|
Cheviot Value Management, LLC
|
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|
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|
Daner Wealth Management, LLC
|
|
|
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|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
Morningstar Investment Services LLC
|
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|
|
|
Td Private Client Wealth Llc
|
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|
|
Point72 Europe (London) LLP
|
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|
|
RW Investment Management LLC
|
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|
Dynamic Advisor Solutions LLC
|
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|
O'shaughnessy Asset Management, Llc
|
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|
Bond & Devick Financial Network, Inc.
|
|
|
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|
E Fund Management Co., Ltd.
|
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|
|
|
BCEMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact Emerging Markets Fund
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF
|
|
|
|
|
|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
WGMI - Valkyrie ETF Trust II - Valkyrie Bitcoin Miners ETF
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Milestones Administradora de Recursos Ltda.
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Greenwoods Asset Management Hong Kong Ltd.
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6
|
|
|
|
|
|
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Cutler Capital Management, LLC
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Nkcfo Llc
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
ADVE - MATTHEWS INTERNATIONAL FUNDS - Matthews Asia Dividend Active ETF
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Varenne Capital Partners
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Makena Capital Management Llc
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Value Aligned Research Advisors, LLC
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
WT Asset Management Ltd
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
|
|
|
|
|
TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
TB Capital Gestao de Recursos Ltda.
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
ARMIX - Advisors' Inner Circle Fund III - ARGA EMERGING MARKETS VALUE FUND Institutional Shares
|
|
|
|
|
|
Profunds - Profund Vp Asia 30
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Optimus Prime Fund Management Co., Ltd.
|
|
|
|
|
|
Kingdon Capital Management, L.l.c.
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
PJBF - PGIM ETF TRUST - PGIM Jennison Better Future ETF
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF
|
|
|
|
|
|
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Red Crane Wealth Management, Llc
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Wells Fargo Global Dividend Opportunity Fund
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
Triavera Capital LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Xn Lp
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
Axiom International Investors Llc /de
|
|
|
|
|
|
Mokosak Advisory Group, LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Newbrook Capital Advisors LP
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
WealthTrust Asset Management, LLC
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
|
|
|
|
|
|
Terra Alpha Investments LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF
|
|
|
|
|
|
DLD Asset Management, LP
|
|
|
|
|
|
FCGPX - MAINSTAY FUNDS TRUST - MainStay PineStone Global Equity Fund Class P
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
BCAIX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact International Fund Boston Common ESG Impact International
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
ADNIX - AMERICAN BEACON FUNDS - American Beacon ARK Transformational Innovation Fund Institutional Class
|
|
|
|
|
|
Sculptor Capital LP
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
HSIDX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable International Core Fund Class SDR
|
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|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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Provenance Wealth Advisors, LLC
|
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|
Lifestyle Asset Management, Inc.
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K.J. Harrison & Partners Inc
|
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Weaver Consulting Group
|
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Carr Financial Group Corp
|
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Fsb Premier Wealth Management, Inc.
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Turn8 Private Wealth Inc.
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BIT Capital GmbH
|
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JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
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Baskin Financial Services Inc.
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Oppenheimer Asset Management Inc.
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Symphony Financial, Ltd. Co.
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Matrix Trust Co
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Deltec Asset Management Llc
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Atlas Private Wealth Advisors
|
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AlTi Global, Inc.
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PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
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Birch Hill Investment Advisors LLC
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ALGAX - ALGER FUNDS - Alger International Focus Fund Class A
|
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Nomura Asset Management Co Ltd
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ARS Wealth Advisors Group, LLC
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BlackRock ETF Trust - BlackRock Large Cap Growth ETF
|
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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Pinnacle Wealth Management Group, Inc.
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JTC Employer Solutions Trusteee Ltd
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Founders Capital Management, Llc
|
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Perigon Wealth Management, LLC
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RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y
|
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Luken Investment Analytics, LLC
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AAEMX - ALGER FUNDS II - Alger Emerging Markets Fund Class A
|
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
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Act Two Investors Llc
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We Are One Seven, LLC
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Belpointe Asset Management LLC
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Fortitude Family Office, LLC
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CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
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ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
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Twin Tree Management, LP
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Maxi Investments CY Ltd
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
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A. D. Beadell Investment Counsel, Inc.
|
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Naviter Wealth, LLC
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TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
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Rossby Financial, LCC
|
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
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BigSur Wealth Management LLC
|
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Oregon Pacific Wealth Management, LLC
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FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A
|
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|
Tower View Investment Management & Research LLC
|
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Alpha Cubed Investments, LLC
|
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NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP Newton Technology Growth Portfolio Service Class
|
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Tompkins Financial Corp
|
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Amussen Hunsaker Associates Llc
|
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Jacobi Capital Management LLC
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NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
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|
Hilton Capital Management, LLC
|
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Capital Advantage, Inc.
|
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GQG Partners LLC
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AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
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Cottonwood Capital Advisors, Llc
|
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BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
|
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AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund
|
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Bfsg, Llc
|
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Elyxium Wealth, LLC
|
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
CapWealth Advisors, LLC
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Advisor Group Holdings, Inc.
|
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Parkworth Wealth Management, Inc.
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Guardian Point Capital, Lp
|
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WCMVX - Investment Managers Series Trust - WCM Focused International Value Fund Institutional Class Shares
|
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|
Permanens Capital L.P.
|
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Louisbourg Investments Inc.
|
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Lombard Odier Asset Management (USA) Corp
|
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CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class
|
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|
Arlington Capital Management, Inc.
|
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|
Seneschal Advisors, LLC
|
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|
EPG Wealth Management LLC
|
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|
New Century Financial Group, LLC
|
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Strategies Wealth Advisors, LLC
|
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|
IAG Wealth Partners, LLC
|
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|
DSTX - ETF Series Solutions - Distillate International Fundamental Stability & Value ETF
|
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|
Yousif Capital Management, Llc
|
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|
RAM Investment Partners, LLC
|
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|
North of South Capital LLP
|
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|
Newbridge Financial Services Group, Inc.
|
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|
Regent Peak Wealth Advisors LLC
|
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|
NXTG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx NextG ETF
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
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|
Philadelphia Trust Co
|
|
|
|
|
|
BKCI - BNY Mellon ETF Trust - BNY Mellon Concentrated International ETF
|
|
|
|
|
|
RMB Capital Management, LLC
|
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|
King Luther Capital Management Corp
|
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|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
GFS Advisors, LLC
|
|
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|
|
|
Linscomb & Williams, Inc.
|
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|
Umb Bank N A/mo
|
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|
Fishman Jay A Ltd/mi
|
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|
|
Fiera Capital Corp
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
TPYAX - Touchstone Funds Group Trust - Touchstone International Esg Equity Fund Class A
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Avala Global LP
|
|
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|
|
Crescent Park Management, L.P.
|
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|
John G Ullman & Associates Inc
|
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|
|
Carmignac Gestion
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
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|
|
NewSquare Capital LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
MIG Capital, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Kapitalo Investimentos Ltda
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
Crawford Fund Management, LLC
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Soros Capital Management Llc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Central Asset Investments & Management Holdings (HK) Ltd
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
IAFEX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
SOXX - iSHARES TRUST - iShares PHLX Semiconductor ETF
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
ULTRA SERIES FUND - International Stock Fund Class I
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Wiser Advisor Group LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
TPIAX - TIMOTHY PLAN - Timothy Plan International Fund Class A
|
|
|
|
|
|
Resolute Capital Asset Partners LLC
|
|
|
|
|
|
FACT Capital, LP
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Dash Acquisitions Inc.
|
|
|
|
|
|
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Fairbanks Capital Management, Inc.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
CNECX - ALGER FUNDS - Alger Concentrated Equity Fund Class C
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Coatue Innovative Strategies Fund
|
|
|
|
|
|
Night Owl Capital Management, LLC
|
|
|
|
|
|
VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
University of Illinois Foundation
|
|
|
|
|
|
Haven Global Partners, LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Main Management ETF Advisors, LLC
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
CFSIX - Touchstone Funds Group Trust - Touchstone Sands Capital Select Growth Fund Class Y
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
MSDKX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Resilience Portfolio Class I
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
SCMGX - Advisors' Inner Circle Fund - Sands Capital Global Growth Fund Institutional Class Shares
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Apexium Financial, Lp
|
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KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
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|
Locust Wood Capital Advisers, Llc
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|
American Money Management, LLC
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|
EUSM - Strategy Shares - Eventide US Market ETF
|
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FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
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|
FengHe Fund Management Pte. Ltd.
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|
Pacifica Partners Inc.
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Empowered Funds, LLC
|
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Pittenger & Anderson Inc
|
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Headwater Capital Co Ltd
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Narwhal Capital Management
|
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Kera Capital Partners, Inc.
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Toth Financial Advisory Corp
|
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Stanley-Laman Group, Ltd.
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Pacific Financial Group Inc
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GAMMA Investing LLC
|
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Avidian Wealth Solutions, LLC
|
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New Vernon Capital Holdings II LLC
|
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Contrarius Group Holdings Ltd
|
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Capital Analysts, Inc.
|
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TEMX - Touchstone ETF Trust - Touchstone Sands Capital Emerging Markets ex-China Growth ETF
|
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Pictet North America Advisors SA
|
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BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares
|
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Enclave Advisors LLC
|
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Adell Harriman & Carpenter Inc
|
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GK Wealth Management LLC
|
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Cidel Asset Management Inc
|
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SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF
|
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Gen-Wealth Partners Inc
|
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Prescott Group Capital Management, L.l.c.
|
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Raymond James Financial Inc
|
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Mitsubishi UFJ Trust & Banking Corp
|
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North Capital, Inc.
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GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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ICONIQ Capital, LLC
|
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High Note Wealth, LLC
|
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Alliance Wealth Advisors, LLC /UT
|
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Nilsine Partners, LLC
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Calamos Advisors LLC
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Franklin Resources Inc
|
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GFG Capital, LLC
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Hotchkis & Wiley Capital Management Llc
|
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Select Equity Group, L.P.
|
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Royal London Asset Management Ltd
|
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AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
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Canvas Wealth Advisors, LLC
|
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Parkwood LLC
|
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Seven Mile Advisory
|
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CIBC Asset Management Inc
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Marex Group plc
|
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Fifth Third Bancorp
|
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JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
|
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HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF
|
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Wells Fargo & Company/mn
|
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Baldwin Investment Management, LLC
|
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|
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A)
|
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|
Oribel Capital Management, LP
|
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ARK Investment Management LLC
|
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FSC Wealth Advisors, LLC
|
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RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF
|
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OneAscent Investment Solutions LLC
|
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Sageworth Trust Co of South Dakota
|
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MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund
|
|
|
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|
|
Advisory Services Network, LLC
|
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Nikulski Financial, Inc.
|
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C WorldWide Group Holding A/S
|
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VDMCX - VIRTUS OPPORTUNITIES TRUST - Virtus KAR Developing Markets Fund Class C
|
|
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
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Coronation Fund Managers Ltd.
|
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Stone Point Wealth LLC
|
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|
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|
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JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
|
|
|
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|
JT Stratford LLC
|
|
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|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
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|
|
|
HighPoint Advisor Group LLC
|
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|
OneAscent Financial Services LLC
|
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|
Gardner Lewis Asset Management L P
|
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Voya Prime Rate Trust
|
|
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|
Alta Capital Management Llc/
|
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Quantbot Technologies LP
|
|
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|
Klingman & Associates, LLC
|
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|
Harfst & Associates, Inc.
|
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|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
|
|
|
|
|
|
ZIFRX - AMERICAN BEACON FUNDS - American Beacon Ninety One International Franchise Fund R6 Class
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
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|
|
NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
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|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
NUIAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara International Dividend Growth Fund Class A
|
|
|
|
|
|
Loup Funds, LLC
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Dsm Capital Partners Llc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a)
|
|
|
|
|
|
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares
|
|
|
|
|
|
Bestgate Wealth Advisors, LLC
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
GURU - Global X Funds - Global X Guru Index ETF
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Parametrica Management Ltd
|
|
|
|
|
|
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
|
|
|
|
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
Nutshell Asset Management Ltd
|
|
|
|
|
|
Kemnay Advisory Services Inc.
|
|
|
|
|
|
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
Metropolis Capital Ltd
|
|
|
|
|
|
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
Sterling Financial Group, Inc.
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Elwood Capital Partners Lp
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Valiant Capital Management, L.P.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
Brooklyn FI, LLC
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Elevation Series Trust - The Opal International Dividend Income ETF
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
OAIM - UNIFIED SERIES TRUST - OneAscent International Equity ETF
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Tran Capital Management, L.p.
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
FFG Partners, LLC
|
|
|
|
|
|
EMQAX - Ashmore Funds - Ashmore Emerging Markets Active Equity Fund CLASS A
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
|
|
|
|
|
ESIGX - Ashmore Funds - Ashmore Emerging Markets Equity ESG Fund Institutional Class
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
Abound Financial, Llc
|
|
|
|
|
|
Scopia Capital Management Lp
|
|
|
|
|
|
Voyager Global Management LP
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - International Equity Fund
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
JIG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
TEKX - SSGA Active Trust - SPDR Galaxy Transformative Tech Accelerators ETF
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Himension Fund
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
Gutierrez Wealth Advisory, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Sycomore Asset Management
|
|
|
|
|
|
Atika Capital Management LLC
|
|
|
|
|
|
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P
|
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|
Uniting Wealth Partners, LLC
|
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|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
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|
Moneta Group Investment Advisors Llc
|
|
|
|
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|
HLMIX - HARDING LOEVNER FUNDS INC - Harding Loevner International Equity Portfolio Institutional
|
|
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|
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio
|
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|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
DECO - SSGA Active Trust - SPDR Galaxy Digital Asset Ecosystem ETF
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
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|
Wood Tarver Financial Group, LLC
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|
Hbk Investments L P
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Proficio Capital Partners LLC
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Congress Wealth Management LLC / DE /
|
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NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class
|
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GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF
|
|
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|
CNB Bank
|
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Bremer Bank National Association
|
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ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
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Resonant Capital Advisors, LLC
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Perkins Coie Trust Co
|
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Quent Capital, LLC
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FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund
|
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|
Crawford Investment Counsel Inc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
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Redwood Park Advisors LLC
|
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Bare Financial Services, Inc
|
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Unisphere Establishment
|
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United Capital Management of KS, Inc.
|
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|
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A
|
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AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
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TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A
|
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Red Lighthouse Investment Management, Llc
|
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VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
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|
Elser Financial Planning, Inc
|
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Kingstone Capital Partners Texas, LLC
|
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DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I
|
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Deprince Race & Zollo Inc
|
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DekaBank Deutsche Girozentrale
|
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Renaissance Technologies Llc
|
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Timber Creek Capital Management LLC
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EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
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Capital Advisors, Ltd. LLC
|
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Pensionmark Financial Group, Llc
|
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Oppenheimer & Co Inc
|
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RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
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Team Financial Group, LLC
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CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
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Clarendon Private LLC
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Keystone Wealth Services, LLC
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First Heartland Consultants, Inc.
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Meiji Yasuda Asset Management Co Ltd.
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Infinitum Asset Management, Llc
|
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Crews Bank & Trust
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
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WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
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TISLX - TRANSAMERICA FUNDS - Transamerica International Sustainable Equity R6
|
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FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
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Fortress Financial Solutions, LLC
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Oak Family Advisors, Llc
|
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OCMPX - LAZARD FUNDS INC - Lazard International Quality Growth Portfolio Open Shares
|
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Argonautica Private Wealth Management, Inc
|
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Interchange Capital Partners, LLC
|
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IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class
|
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Oversea-Chinese Banking CORP Ltd
|
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TigerOak Management, L.L.C.
|
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Principal Securities, Inc.
|
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Perennial Investment Advisors, LLC
|
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Nbc Securities, Inc.
|
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NITE - Capitol Series Trust - The Nightview Fund
|
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|
Evergreen Capital Management Llc
|
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|
L1 Capital International Pty Ltd
|
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|
Accredited Wealth Management, LLC
|
|
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|
|
McMahon Financial Advisors, LLC
|
|
|
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|
|
CCGSX - BAIRD FUNDS INC - Chautauqua Global Growth Fund Investor Class
|
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APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF
|
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American Trust
|
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|
Trybe Capital Management LP
|
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|
Parisi Gray Wealth Management
|
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|
Quotient Wealth Partners, LLC
|
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|
Synergy Financial Group, LTD
|
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|
Veritas Investment Partners (UK) Ltd.
|
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|
Hilltop Holdings Inc.
|
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|
SlateStone Wealth, LLC
|
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|
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|
Pure Financial Advisors, Inc.
|
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|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Samlyn Capital, Llc
|
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|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
FSELX - FIDELITY SELECT PORTFOLIOS - Semiconductors Portfolio
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares
|
|
|
|
|
|
Stockbridge Partners LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
FDCF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Communications ETF
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
ICELX - MAINSTAY FUNDS TRUST - MainStay Epoch International Choice Fund Investor Class
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
BCHI - 2023 ETF Series Trust II - GMO Beyond China ETF
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Prime Capital Management Co Ltd
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Melqart Asset Management (uk) Ltd
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
AOTG - EA Series Trust - AOT Growth and Innovation ETF
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Capco Asset Management, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Credit Capital Investments LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
BINV - 2023 ETF Series Trust - Brandes International ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
ORR - EA Series Trust - Militia Long/Short Equity ETF
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
|
|
|
|
|
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
MXXVX - Matthew 25 Fund - Matthew 25 Fund
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Lgt Capital Partners Ltd.
|
|
|
|
|
|
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class
|
|
|
|
|
|
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
Appaloosa Lp
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Benchstone Capital Management LP
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
Heirloom Wealth Management
|
|
|
|
|
|
HECO - SSGA Active Trust - SPDR Galaxy Hedged Digital Asset Ecosystem ETF
|
|
|
|
|
|
Pelham Capital Ltd.
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
|
|
|
|
|
Eos Management, L.P.
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
PWJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison International Opportunities Fund Class A
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
|
|
|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
ATVPX - ALGER FUNDS - Alger 35 Fund Class P
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
In-Depth Partners, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
|
UMMA - Listed Funds Trust - Wahed Dow Jones Islamic World ETF
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
|
|
|
|
|
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Guardcap Asset Management Ltd
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Academy Capital Management Inc/tx
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Aperture Investors, LLC
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
SOXQ - Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
|
|
|
|
|
|
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
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Sabal Trust CO
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Eqis Capital Management, Inc.
|
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|
Montrusco Bolton Investments Inc.
|
|
|
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MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
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|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
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|
CBOE Vest Financial, LLC
|
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|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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|
|
|
|
Solstein Capital, LLC
|
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|
Halbert Hargrove Global Advisors, Llc
|
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|
Sunpointe, LLC
|
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|
Dakota Wealth Management
|
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EGGY - Tidal Trust III - NestYield Dynamic Income ETF
|
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JGP Global Gestao de Recursos Ltda.
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Richards, Merrill & Peterson, Inc.
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Genus Capital Management Inc.
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PFS Partners, LLC
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Peregrine Asset Advisers, Inc.
|
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Pflug Koory, LLC
|
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SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
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|
High Falls Advisors, Inc
|
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Hilltop National Bank
|
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Andar Capital Management HK Ltd
|
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Charter Oak Capital Management, LLC
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
|
|
|
|
|
|
Little House Capital Llc
|
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|
|
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|
Intrust Bank Na
|
|
|
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|
Diversify Wealth Management, Llc
|
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|
Columbia Seligman Premium Technology Growth Fund, Inc.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
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|
|
Vista Investment Management
|
|
|
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|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
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|
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund
|
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|
Vestor Capital, Llc
|
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BluePath Capital Management, LLC
|
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Foster Dykema Cabot & Partners, Llc
|
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|
HBW Advisory Services LLC
|
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|
BKD Wealth Advisors, LLC
|
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|
Tenzing Global Management, LLC
|
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|
Capital Markets Trading UK LLP
|
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|
Inspire Advisors, LLC
|
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|
ROI Financial Advisors, LLC
|
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Family Management Corp
|
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Creative Financial Designs Inc /adv
|
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Berkshire Asset Management Llc/pa
|
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Challenger Wealth Management
|
|
|
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FBMPX - FIDELITY SELECT PORTFOLIOS - Communication Services Portfolio
|
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|
Stock Yards Bank & Trust Co
|
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|
Daiwa Securities Group Inc.
|
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|
Jupiter Wealth Management LLC
|
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|
Sheaff Brock Investment Advisors, LLC
|
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|
Family Legacy, Inc.
|
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|
Safeguard Financial, LLC
|
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|
Plancorp, LLC
|
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Stone House Investment Management, LLC
|
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|
King Wealth
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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|
|
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|
Tufton Capital Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A)
|
|
|
|
|
|
Untitled Investments Lp
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
L1 Capital Pty Ltd
|
|
|
|
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|
Absolute Gestao de Investimentos Ltda.
|
|
|
|
|
|
SIEYX - SARATOGA ADVANTAGE TRUST - International Equity Portfolio Class A
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Saturna Capital CORP
|
|
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|
TFC Financial Management
|
|
|
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|
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class
|
|
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|
Capital World Investors
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
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|
Draper Asset Management, LLC
|
|
|
|
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|
RPg Family Wealth Advisory, LLC
|
|
|
|
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|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Explore Capital Management, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Summit Partners Public Asset Management, Llc
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Defender Capital, LLC.
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
KEYWISE CAPITAL MANAGEMENT (HK) Ltd
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Toms Capital Investment Management Lp
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Bain Capital Public Equity, LP
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
GuoLine Advisory Pte Ltd
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Anson Funds Management LP
|
|
|
|
|
|
MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
|
|
|
|
|
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
JNL SERIES TRUST - JNL/WCM Focused International Equity Fund (I)
|
|
|
|
|
|
BlackRock ETF Trust - iShares International Country Rotation Active ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Rfg Holdings, Inc.
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Agur Provident & Training Funds Management Ltd
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Electronics Fund Variable Annuity
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Cravens & Co Advisors, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Jordan Park Group LLC
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Joho Capital Llc
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Stenahm Asset Managment Ltd
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I
|
|
|
|
|
|
Vienna Asset Management LLC
|
|
|
|
|
|
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Orbis Allan Gray Ltd
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
Kingsman Wealth Management, Inc.
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class
|
|
|
|
|
|
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
MASGX - MATTHEWS INTERNATIONAL FUNDS - Matthews Asia ESG Fund Investor Class Shares
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Palo Alto Wealth Advisors, Llc
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Actinver Wealth Management, Inc.
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
Troy Asset Management Ltd
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
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Myriad Asset Management US LP
|
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|
Ethic Inc.
|
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|
Keebeck Wealth Management, LLC
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
Grey Fox Wealth Advisors, LLC
|
|
|
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|
Coastline Trust Co
|
|
|
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|
Fullcircle Wealth Llc
|
|
|
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|
Trust Co Of Oklahoma
|
|
|
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|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
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|
Abn Amro Investment Solutions
|
|
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|
Thames Capital Management Llc
|
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LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares
|
|
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|
|
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T
|
|
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|
Vise Technologies, Inc.
|
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|
Howland Capital Management Llc
|
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|
Lido Advisors, LLC
|
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|
Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares
|
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|
Schubert & Co
|
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|
Heritage Wealth Management, Inc.
|
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|
Global Trust Asset Management, LLC
|
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BankPlus Trust Department
|
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|
Meridian Investment Counsel Inc.
|
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Private Advisory Group LLC
|
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|
ADIV - GUINNESS ATKINSON FUNDS - SmartETFs Asia Pacific Dividend Builder ETF
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
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|
|
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
|
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|
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|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
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|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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|
Krs Capital Management, Llc
|
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QTUM - ETF Series Solutions - Defiance Quantum ETF
|
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|
Core Wealth Partners LLC
|
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|
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PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
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|
Soros Fund Management Llc
|
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|
PDS Planning, Inc
|
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|
Avenue 1 Advisors, LLC
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
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|
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|
Integrated Quantitative Investments LLC
|
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Elequin Capital Lp
|
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|
First Dallas Securities Inc.
|
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Light Street Capital Management, Llc
|
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Legacy Wealth Asset Management, LLC
|
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Tranquilli Financial Advisor LLC
|
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|
Nipun Capital, L.P.
|
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Monograph Wealth Advisors, Llc
|
|
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|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
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|
|
Eleva Capital SAS
|
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|
Bayesian Capital Management, LP
|
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Profund Advisors Llc
|
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|
Advanced Series Trust - Ast International Growth Portfolio
|
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|
|
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|
BELSX - RBB FUND, INC. - Boston Partners Emerging Markets Long/Short Fund Institutional Class
|
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|
North Star Investment Management Corp.
|
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|
BOK Financial Private Wealth, Inc.
|
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|
Keystone Financial Services
|
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|
RBA Wealth Management, LLC
|
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|
Pinnacle Holdings, LLC
|
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|
SOA Wealth Advisors, LLC.
|
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|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
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|
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|
Clear Harbor Asset Management, LLC
|
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|
Yarbrough Capital, LLC
|
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|
|
|
AGH Wealth Advisors, LLC
|
|
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|
M&G Plc
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
|
|
|
|
|
|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
DTGRX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Technology Growth Fund Class A
|
|
|
|
|
|
Promethos Capital, LLC
|
|
|
|
|
|
GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Ninety One North America, Inc.
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
GFGF - EA Series Trust - Guru Favorite Stocks ETF
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1
|
|
|
|
|
|
Manuka Financial, LLC
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6
|
|
|
|
|
|
Steamboat Capital Partners, LLC
|
|
|
|
|
|
JDH Wealth Management, LLC
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
ASIA - MATTHEWS INTERNATIONAL FUNDS - Matthews Pacific Tiger Active ETF
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Michael S. Ryan, Inc.
|
|
|
|
|
|
Analog Century Management LP
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Ruane, Cunniff & Goldfarb L.P.
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
|
|
|
|
|
|
WorthPointe, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
SCIIX - VIRTUS ASSET TRUST - Virtus SGA International Growth Fund Class A
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
Horiko Capital Management Llc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
SEKAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Emerging Markets Equity Fund Class A
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
|
|
|
|
TRAOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Asia Opportunities Fund
|
|
|
|
|
|
Hampton Road Capital Management LP
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Tiger Global Management Llc
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Veritas Asset Management LLP
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
FIEUX - FIDELITY INVESTMENT TRUST - Fidelity Europe Fund
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
ARVR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Metaverse ETF
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
Lagoda Investment Management, L.P.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
CGIE - Capital Group International Equity ETF - Capital Group International Equity ETF Share Class
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
RYSIX - RYDEX SERIES FUNDS - Electronics Fund Investor Class
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Hollencrest Capital Management
|
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|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
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|
Delta Investment Management, LLC
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Spirit Of America Management Corp/ny
|
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|
Fernbridge Capital Management Lp
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
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|
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|
LVW Advisors, LLC
|
|
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|
FEOE - RBB Fund Trust - First Eagle Overseas Equity ETF
|
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|
Pinnacle Wealth Planning Services, Inc.
|
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|
Platform Technology Partners
|
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|
Asset Planning,Inc
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|
OMERS ADMINISTRATION Corp
|
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|
Insight Holdings Group, LLC
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|
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A
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|
Generali Investments CEE, investicni spolecnost, a.s.
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
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|
Stelac Advisory Services LLC
|
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|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
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|
Fiduciary Trust Co
|
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Shikiar Asset Management Inc
|
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Illumine Investment Management, LLC
|
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FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
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|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
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|
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF
|
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|
D.B. Root & Company, LLC
|
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Ing Groep Nv
|
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Raab & Moskowitz Asset Management LLC
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BlackRock, Inc.
|
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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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Harbour Investments, Inc.
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Mason Capital Fund Trust - Fundamentals First ETF
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Great Lakes Retirement, Inc.
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Todd Asset Management Llc
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Goelzer Investment Management, Inc.
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Aigen Investment Management, Lp
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Per Stirling Capital Management, LLC.
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Summitry Llc
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CV Advisors LLC
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Credential Qtrade Securities Inc.
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CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class
|
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BGAFX - BARON SELECT FUNDS - Baron Global Advantage Fund
|
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SOXL - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
|
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BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF
|
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
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Wealth Management Partners, LLC
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Transamerica Financial Advisors, Inc.
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Newport Capital Group, LLC
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Zurich Insurance Group Ltd/FI
|
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FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
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Colony Group, LLC
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ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
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Firetrail Investments Pty Ltd
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Gries Financial Llc
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Alliancebernstein L.p.
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Headlands Technologies LLC
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Stifel Financial Corp
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Washington Trust Advisors, Inc.
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MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I
|
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Malaga Cove Capital, LLC
|
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Hunter Perkins Capital Management, LLC
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Bank of New York Mellon Corp
|
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Insight Advisors, LLC/ PA
|
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Investment Research & Advisory Group, Inc.
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Noked Israel Ltd
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Revisor Wealth Management LLC
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Olistico Wealth, LLC
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ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio
|
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Third Point LLC
|
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PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
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|
Fox Run Management, L.l.c.
|
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BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
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|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
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|
Jane Street Group, Llc
|
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|
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
|
|
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|
|
|
Public Employees Retirement Association Of Colorado
|
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|
Wellington Shields & Co., LLC
|
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|
Sei Investments Co
|
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|
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class
|
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|
Acap Strategic Fund
|
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|
MONECO Advisors, LLC
|
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|
Bellwether Advisors, LLC
|
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|
CacheTech Inc.
|
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Mitsubishi UFJ Asset Management (UK) Ltd.
|
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Vaughan Nelson Investment Management, L.p.
|
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|
17 Capital Partners, Llc
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|
Dunhill Financial, LLC
|
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|
Delta Asset Management Llc/tn
|
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Amplius Wealth Advisors, LLC
|
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BancorpSouth Bank
|
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Greenland Capital Management LP
|
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|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
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|
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|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
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|
Wealthstream Advisors, Inc.
|
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|
Knollwood Investment Advisory, LLC
|
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|
Allworth Financial LP
|
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|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
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|
Sandy Spring Bank
|
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|
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|
Atlas Legacy Advisors, LLC
|
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|
Icapital Wealth Llc
|
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|
Securian Funds Trust - SFT Ivy Growth Fund
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Webster Bank, N. A.
|
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|
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|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
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|
|
|
|
Mirabella Financial Services Llp
|
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|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Manchester Global Management (UK) Ltd
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Nfj Investment Group, Llc
|
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|
|
|
|
EdgeRock Capital LLC
|
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|
|
|
EntryPoint Capital, LLC
|
|
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|
|
|
Trust Co of Kansas
|
|
|
|
|
|
SLT Holdings LLC
|
|
|
|
|
|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Turning Point Benefit Group, Inc.
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
Marest Capital, LLC
|
|
|
|
|
|
CloudAlpha Capital Management Limited/Hong Kong
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
MontVue Capital Management, Inc.
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
RVER - Advisor Managed Portfolios - Trenchless Fund ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
CAMIX - Advisors' Inner Circle Fund - Cambiar International Equity Fund Investor Class Shares
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
AIQ - Global X Funds - Global X Future Analytics Tech ETF
|
|
|
|
|
|
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
MSS Series Trust - One Rock Fund
|
|
|
|
|
|
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A
|
|
|
|
|
|
Susquehanna Advisors Group, Inc.
|
|
|
|
|
|
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Raub Brock Capital Management LP
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Aspiring Ventures, LLC
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
IJEAX - Voya INVESTORS TRUST - VY(R) JPMorgan Emerging Markets Equity Portfolio Class ADV
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Marcho Partners LLP
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Overbrook Management Corp
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
JEMSX - JPMorgan Trust I - JPMorgan Emerging Markets Equity Fund Class I
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
TINY - PROSHARES TRUST - ProShares Nanotechnology ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
AWWIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS INTERNATIONAL GROWTH FUND Institutional Class Shares
|
|
|
|
|
|
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
MFOCX - Marsico Investment Fund - Marsico Focus Fund
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
MEMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets ex China Active ETF
|
|
|
|
|
|
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Alphinity Investment Management Pty Ltd
|
|
|
|
|
|
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Vista Private Wealth Partners. LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Siren, L.L.C.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Focused Growth ETF
|
|
|
|
|
|
BUFIX - BUFFALO FUNDS - Buffalo International Fund Investor Class
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
FRDM - Alpha Architect ETF Trust - Freedom 100 Emerging Markets ETF
|
|
|
|
|
|
HWNIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis and Wiley International Value Fund Class I
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
WFEAX - WELLS FARGO FUNDS TRUST - Wells Fargo International Equity Fund Class A
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
CALIFORNIA FIRST LEASING Corp
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
Cherrydale Wealth Management, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
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|
FLC Capital Advisors
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Goodman Advisory Group, LLC
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Glass Jacobson Investment Advisors llc
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Kempner Capital Management Inc.
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Manufacturers Life Insurance Company, The
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SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
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Alkeon Capital Management Llc
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Ruggaard & Associates LLC
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Evelyn Partners Investment Management LLP
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EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
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LVZ Advisors, Inc.
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Eastern Bank
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AADR - AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF
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Hickory Asset Management, Inc.
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N.E.W. Advisory Services LLC
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Cfm Wealth Partners Llc
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MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
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Peterson Wealth Management
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ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
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SP Asset Management LLC
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LGT Financial Advisors LLC
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First Commonwealth Financial Corp /pa/
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Forum Financial Management, LP
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PACIFIC SELECT FUND - Technology Portfolio Class I
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Atria Investments Llc
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Morris Financial Concepts, Inc.
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Parkside Financial Bank & Trust
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Absher Wealth Management, Llc
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Capital Asset Advisory Services LLC
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Copeland Capital Management, LLC
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Northstar Advisory Group, LLC
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Citizens National Bank Trust Department
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BlackRock ETF Trust - iShares Technology Opportunities Active ETF
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
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Bradley Foster & Sargent Inc/ct
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Nishkama Capital, LLC
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Foster Group, Inc.
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Hartford Financial Management Inc.
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WealthCollab, LLC
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Evelyn Partners Investment Management Services Ltd
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Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
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Jpmorgan Chase & Co
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Stansberry Asset Management, Llc
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Weatherly Asset Management L. P.
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Westmount Partners, LLC
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Gradient Capital Advisors, LLC
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QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
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Dana Investment Advisors, Inc.
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HighMark Wealth Management LLC
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Detalus Advisors, LLC
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VCGEX - VALIC Co I - Emerging Economies Fund
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FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
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TBH Global Asset Management, LLC
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CWVGX - CALVERT WORLD VALUES FUND INC - Calvert International Equity Fund Class A
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Wealth Alliance
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Tairen Capital Ltd
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Elm3 Financial Group, LLC
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
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Aspex Management (HK) Ltd
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Fortem Financial Group, Llc
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Summit Global Investments
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Allianz Se
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Tocqueville Asset Management L.p.
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Credit Industriel Et Commercial
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Peoples Bank /oh
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Candriam Luxembourg S.C.A.
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Governors Lane LP
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Seacrest Wealth Management, Llc
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Slow Capital, Inc.
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RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
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SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund
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Legacy Wealth Managment, LLC/ID
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Wealth Management Nebraska
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Neville Rodie & Shaw Inc
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Arlington Trust Co LLC
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TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
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Mount Yale Investment Advisors, LLC
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Foster & Motley Inc
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Integrity Investment Advisors, LLC
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
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Advisors Capital Management, LLC
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Skandinaviska Enskilda Banken AB (publ)
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Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
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Integrated Investment Consultants, LLC
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SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
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RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
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Investment Management Corp of Ontario
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WFA of San Diego, LLC
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Security National Bank
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Whipplewood Advisors, LLC
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PFG Advisors
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Moran Wealth Management, LLC
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Windsor Capital Management, LLC
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Fi3 FINANCIAL ADVISORS, LLC
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Howard Capital Management Group, LLC
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Calvert Management Series - Calvert Global Equity Fund Class I
|
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FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund
|
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Beese Fulmer Investment Management, Inc.
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Triglav Skladi, D.o.o.
|
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First Command Advisory Services, Inc.
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JGP Wealth Management, LLC
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Exencial Wealth Advisors, Llc
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Regatta Capital Group, Llc
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Good Steward Wealth Advisors,LLC
|
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Impact Investors, Inc
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Capula Management Ltd
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Resources Investment Advisors, LLC.
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NXTE - Investment Managers Series Trust II - AXS Green Alpha ETF
|
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Mirova US LLC
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Cresset Asset Management, LLC
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Stokes Family Office, LLC
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True North Advisors, LLC
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Liberty All Star Growth Fund Inc.
|
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|
Bank OZK
|
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|
American National Bank
|
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|
Cassaday & Co Wealth Management LLC
|
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|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
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|
|
|
|
IHT Wealth Management, LLC
|
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|
Richardson Capital Management LLC
|
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|
Horizon Family Wealth, Inc.
|
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|
KG&L Capital Management,LLC
|
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|
WNY Asset Management, LLC
|
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|
Intrua Financial, LLC
|
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|
Alaethes Wealth LLC
|
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|
Bingham Private Wealth, Llc
|
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|
WAR - ETF Series Solutions - U.S. Global Technology and Aerospace & Defense ETF
|
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|
Totem Point Management, LLC
|
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|
Standard Life Aberdeen plc
|
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|
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C
|
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|
|
Us Bancorp \de\
|
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|
GeoWealth Management, LLC
|
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|
Daymark Wealth Partners, Llc
|
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|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
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|
|
|
|
TCI Wealth Advisors, Inc.
|
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|
Better Money Decisions, LLC
|
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|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
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|
Caliber Wealth Management, LLC / KS
|
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|
|
Mattern Capital Management, Llc
|
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|
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|
|
HHM Wealth Advisors, LLC
|
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|
Cornerstone Select Advisors, LLC
|
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|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Technology Growth Portfolio - Initial Shares
|
|
|
|
|
|
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF
|
|
|
|
|
|
CogentBlue Wealth Advisors, LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
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|
|
|
|
Capital Performance Advisors Llp
|
|
|
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|
|
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
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|
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|
|
AdvisorNet Financial, Inc
|
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|
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|
|
JBR Co Financial Management Inc
|
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|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
EMC - Global X Funds - Global X Emerging Markets Great Consumer ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A)
|
|
|
|
|
|
James Hambro & Partners
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Marathon Asset Mgmt Ltd
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
Carrhae Capital LLP
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
Sanders Capital, LLC
|
|
|
|
|
|
Ativo Capital Management LLC
|
|
|
|
|
|
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class
|
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|
